Best Planning Ideas for 2018
Topic: Best Planning Ideas for 2018
Presenters: Steven Gorin, John Scott, Michael Tessler (Panel)
About the talk: A panel of experts including Steve Gorin of Thompson Coburn, John Scott of Anders and Michael Tessler of Brokerage Unlimited, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2018. Topics will include the effects of actual or potential tax reform on current planning, the opportunities and threats associated with common estate and business planning tools, and how to motivate clients to get into planning mode and act. The description of this presentation is subject to change should tax reform occur prior to the presentation date.
Steven B. Gorin is a partner at Thompson Coburn LLP. He practices trust & estate law and helps owners structure closely-held businesses. Steve has practiced law for over 25 years and practiced accounting for 8 years before that. He is a member of the Business Planning Committee and the
Employee Benefits in Estate Planning Committee of the American College of Trust & Estate Counsel and is vice chair of the Committee on Governmental Submissions for the American Bar Association’s Real Property, Trust & Estate Law Section. Attendees are welcome to email Steve at email@example.com to obtain a PDF of over 1,100 pages of materials on income tax and estate planning for business owners, including significant portions devoted to the 3.8% tax on net investment income, fiduciary income taxation, and the trade-off between income and estate tax. For more details on Gorin, see http://thompsoncoburn.com/people/steve-gorin.
John is a partner in the firm’s Tax Services Group and is active in Manufacturing and Distribution Services and Family Wealth and Estate Planning specialties. He offers dedicated resources and critical thinking to address complex issues in this industry, the hospitality and gaming industries and law firms. John has extensive experience in helping clients be more efficient, competitive and profitable. John also specializes in estate planning services at the firm with clients including individuals, families, law firms and owners. His team approach to working with other financial and legal advisors assists clients in achieving their goals in a tax-efficient manner. He works with clients on individual and corporate tax planning, estate planning, multistate tax planning, ESOPs and valuations of closely held business interests.
With over two decades of wealth transfer/protection and managerial experience, Michael is a sought-after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies.
Michael’s articles and comments have appeared in Broker World, Life Insurance Selling, The National Underwriter, the St. Louis Post Dispatch and a variety of other publications. He has spoken to thousands of insurance advisors, financial planners, stockbrokers, accountants, etc. about various life insurance topics. He regularly shares implementation strategies with the advisors who work with BUI.
He served on the board of directors of LifeMark Associates, Inc., LifeMark Partners, Inc., the National Association of Insurance & Financial Advisors (NAIFA) - both the St. Louis Chapter and the State of Missouri, and the Life & Health Foundation for Education (LIFE). Michael was awarded the NAIFA-St. Louis 2008 Silent Hero award for service to NAIFA and the community and in 2009, Michael was honored by becoming the namesake for the NAIFA St. Louis Silent Hero award, now known as the Michael Tessler Silent Hero Award. He is a past president of Life, Inc., the past president of NAIFA St. Louis and a past Chairman of the Board of Directors of the National Association of Independent Life Brokerage Agencies (NAILBA).