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Half Day Event - An Advisor’s Guide to the New 20% Pass-Through Deduction, Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples, and Trusts as Beneficiaries of IRAs

Date: Monday, February 3, 2020
Time: 7:00am - 12:30pm
Location: Gainey Ranch Golf Club - 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
Speaker: Jeffrey Levine, Kitces

Registration for this event has closed. If you would still like to attend, you may do so as a walk-in. We look forward to seeing you there!

Jeffrey Levine is the Lead Financial Planning Nerd for, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.

He is a nationally-recognized and aware-winning thought leader within the financial planning community.


7:00 AM - Registration & Breakfast
8:00 AM - Breakfast Complete -1st Session (An Advisor’s Guide to the New 20% Pass-Through Deduction)
10:00 AM - Break 
10:30 AM - 2nd Session (Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples & Trusts as Beneficiaries of IRAs)
12:30-ish PM(depending on the actual length of presentations) - End

Click Here for a copy of the presentation materials and additional reading materials.

Thank you to our Sponsors!


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