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DTSTART:20200203T140000Z
DTEND:20200203T193000Z
LOCATION:Gainey Ranch Golf Club - 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
UID:1826220200203T140000ZHalf 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  
DTSTAMP:20260408T155426Z
DESCRIPTION:\nRegistration 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!\n \n\n \nJeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.\n \nJeffrey 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.\n \nHe is a nationally-recognized and aware-winning thought leader within the financial planning community.\n ------\n\nSchedule\n \n7:00 AM - Registration & Breakfast\n8:00 AM - Breakfast Complete -1st Session (An Advisor’s Guide to the New 20% Pass-Through Deduction)\n10:00 AM - Break \n10:30 AM - 2nd Session (Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples & Trusts as Beneficiaries of IRAs)\n12:30-ish PM(depending on the actual length of presentations) - End\n \n[Click Here for a copy of the presentation materials and additional reading materials.](http://www.Kitces.com/EPCAZ20)\n ------\n\nThank you to our Sponsors!\n \n \n \n\n \n\n
SUMMARY: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   - Central Arizona Estate Planning Council 
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