M Sessions
Wednesday, November 20,
8 - 9:20 a.m.
Speaker(s): Robert Keebler
NASBA field of study: Taxes - Technical (1.5)
The Tax Cuts and Jobs Act doubled the estate tax exclusion, but its sunset will effectively reduce the current exemption by half. The tricky part is that those who use their exclusion before the sunset can capture a huge benefit. Spousal Lifetime Access Trusts (SLATs) have therefore become a powerful planning tool. Explore the challenges facing those currently planning for the estate tax, the benefits of using a SLAT and other powerful ideas to help your clients navigate this difficult transition.
M2. Retirement Planning Tools: Strategies for Individuals and Small Businesses
Speaker(s): Barry Schalkle
NASBA field of study: Specialized Knowledge - Technical (1.5)
Discover the retirement planning tools and strategies used by Fortune 500 companies that can also benefit individuals and small businesses. Explore a combination of planning techniques and financial tools that are often overlooked by individuals and their CPAs. Gain insights into the best practices and benefits of various retirement planning options to enhance your financial future.
M3. Microsoft 365 Application Lightning Round
Speaker(s): John Higgins
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)
Do you use Microsoft 365? Are you convinced you're getting the most out of it? If you answered yes, then no, this session will provide a high return on your investment of time and money. Gain an understanding of the depth and breadth of the Microsoft 365 ecosystem. Raise your awareness of all you can do with Microsoft 365 and substantially increase your monthly subscription ROI.