Family and Charitable Planning for the 3.8% Surtax and for Retirement Accounts

Date: Thursday, May 22, 2014
Time: 7:30am - 12:00pm
Location: Peppermill (Tuscany Ball Room)
Speaker: Chris Hoyt

4 Hours of CE credit is available!

We are excited to have Professor Chris Hoyt join us for our annual May educational event.  Please plan to attend and bring someone you think will benefit and enjoy Professor Hoyt's presentation.

FAMILY AND CHARITABLE PLANNING FOR THE 3.8% SURTAX AND FOR RETIREMENT ACCOUNTS

  • The 2014 income tax and estate tax environment, with planning strategies for the 3.8% health care surtax
  • Planning lifetime retirement distributions, including: What is the best advice to give donors in years like 2014 when "Charitable IRA Rollover" has temporarily expired?
  • Income tax and estate tax consequences of retirement accounts in an estate
  • Challenges and solutions of funding trusts with retirement assets
  • Planning strategies for retirement accounts in second marriages
  • Analysis and strategies concerning the legislative proposal to require most inherited IRAs to be liquidated in five years
  • Planning strategies for retirement accounts in second marriages

Christopher Hoyt is a Professor of Law at the University of Missouri Kansas City) School of Law where he teaches courses in the area of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt has served as the Chair of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.

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Pricing:

Reno and Carson City Members:  $100 early bird registration (RSVP before May 9th) $110 standard registration.

Non-Members: $125 early bird registration (RSVP before May 9th) $135 standard registration.

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