Preparing for the Next Congressional Tax Tsunami While Avoiding Premature Activation of our Estate Plans
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Topic: “Preparing for the Next Congressional Tax Tsunami while Avoiding Premature Activation of Our Own Estate Plans”
Speaker: Louis S. Harrison, JD, MBA
About the presentation: The seminar will discuss sophisticated estate planning techniques that should be considered in 2022.It will assume a basic knowledge of techniques by participants and will explore nuances that we have learned in the last 20 years that guide us in the successful implementation of these techniques. In addition, there will be a discussion of how the practitioner can manage their quality of practice life in the face of increased expectations and workflow and ever-increasing technological communications and interruptions.
To register for this session, go to www.epcstlouis.org and click the link for the session.
CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
Learning Objectives:
To understand the techniques that should be considered by estate planning practitioners and professionals in 2022 and going forward; what techniques work and which ones are not truly effective. At the same time, discussing techniques to allow professionals to manage their careers in such a way that they are controlling technology and workflow, versus technology controlling them
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Refunds and Cancellations: All attendees are required to register in advance. In person at the MAC $25-member, $50 guest and Saint Louis Club $35 Members and $55 for guests. Zoom - $20-member, $40 guest. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis s registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org}
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP Learning Objectives
Participants will be able to:
To understand the techniques that should be considered by estate planning practitioners and professionals in 2022 and going forward; what techniques work and which ones are not truly effective. At the same time, discussing techniques to allow professionals to manage their careers in such a way that they are controlling technology and workflow, versus technology controlling them
Bio:
Louis S. Harrison has long been recognized as one of the premier estate planning attorneys in the country. A founding partner of Harrison & Held, LLP – one of the nation’s most elite estate planning firms – Lou’s practice encompasses all aspects of trust and estate planning, including estate and business planning for closely held companies. In addition to individuals in need of sophisticated planning, Lou represents numerous family offices, public figures, CEOs of public companies, closely held businesses, as well as other entities and prominent individuals.
During his nearly four-decade career, Lou has developed unique and creative estate planning techniques which are utilized by high-end estate planners across the country. Recognizing his extraordinary talent, attorneys across the nation view Lou’s estate planning documents as “best practices” for complex planning. Lou is a frequent keynote speaker and he has written more than 200 articles on a broad range of estate-planning topics which have been published in legal, accounting, tax and estate planning journals and periodicals. Lou has also co-authored two books, and he joint ventures nationally with other practitioners regarding advanced planning matters and defending plans before the Internal Revenue Service.
In acknowledgment of his exceptional work, Lou has received numerous peer[1]rated awards. These include being selected as Best Lawyers in America’s “Lawyer of the Year” in trusts and estates, on multiple occasions as well as many other prestigious honors.
Lou is a member of the American College of Trusts and Estate Counsel and he is its current Illinois state chair. Lou has also been an adjunct professor at Northwestern University School of Law, DePaul University College of Law and Chicago-Kent College of Law. He received his B.A. in math from Colgate University, magna cum laude; his J.D. from Duke University with high honors; and his M.B.A. in finance, with honors, from the University of Chicago. In addition to swimming in Lake Michigan long after the summer’s end, Lou’s hobbies include football, hockey, hiking, reading, behavioral finance, and bad puns (are there any other kind
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