Webinar: Tax Update: Hot Topics for 2021
About the Program: Now that the calendar page has turned to 2021, this presentation will cover some excellent strategies for income and estate tax planning in 2021. Topics will include retirement planning in general, Roth IRA’s, donor advised funds, Intentionally Defective Grantor Trusts (IDGT’s), Grantor Retained Annuity Trusts (GRAT’s), Charitable Lead Trusts (CLT’s), and an update on the latest and greatest tax proposals coming out of Washington.
About the Speaker: Scott J. Swain, CPA, CFA, CFP® has more than 28 years of experience working in the accounting and financial services industries, including 17 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Terri Bradford Eason manages the Cleveland Foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC). Terri has served the nonprofit community as a director on several area nonprofit boards. Currently, she serves on the Board of Cleveland Hearing and Speech Center, Northern Ohio Charitable Gift Planners Council, Milestone Autism Resources, Inc., AKA Educational Advancement Foundation, Inc., and member of the Board of Trustees for Ohio North First Ecclesiastical Jurisdiction. Terri is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University. Terri resides in South Euclid, Ohio with her husband Clayton Eason, Sr. and their two sons.
Sandy Lucas joined the Cleveland Foundation as a Gift Planning Advisor in March 2020. She collaborates with individuals, families and their professional advisors to develop charitable giving strategies that meet donors’ philanthropic goals. She also helps the Cleveland Foundation’s organizational partners identify both current and deferred giving opportunities. Sandy previously worked at the Catholic Community Foundation, most recently serving as Director of Planned Giving. Earlier in her career, Sandy was a partner at Schneider, Smeltz, Ranney & LaFond, P.L.L., in Cleveland, focusing her practice in the areas of estate planning, charitable giving, probate and trust administration. Sandy received her Bachelor of Arts degree in history and English from John Carroll University and her law degree from Case Western Reserve University. She is a member of the Northern Ohio Charitable Gift Planners, the Estate Planning Section of the Cleveland Metropolitan Bar Association, the Estate Planning Council of Cleveland and the Lawyers Guild of the Catholic Diocese of Cleveland.
Dave Stokley joined the Cleveland Foundation’s Advancement team as a Gift Planning Advisor in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals. Prior to joining the Foundation, Dave ran The Cleveland Orchestra’s gift planning program for several years. Dave previously held positions at the Cleveland Museum of Art and Stark & Knoll LPA. Dave serves as the President of Northern Ohio Charitable Gift Planners and is also on the Board of Directors of the Cleveland Baseball Federation. Dave maintains memberships with the National Association of Charitable Gift Planners, Northern Ohio Charitable Gift Planners, and Estate Planning Council of Cleveland. He earned his law degree from Ohio State University following undergraduate work at Wittenberg University.
When you RSVP, a variety 6-pack from Platform Brewery will be delivered to you. During the social we’ll have a guided tasting from a Platform team member. Your spouse, significant other or friend are more than welcome to join in the fun! You don’t want to miss this!
About the speaker: Strider is a Senior Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries and producing articles for the First Trust Economics Blog. Out of a panel of over 100 economists, investment strategists and housing market analysts, the First Trust Economics Team was awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics in 2012, 2013, 2014 and again most recently in 2015 for accurate home price predictions. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.* Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Beyond his research responsibilities, Strider speaks regularly at broker and retail events around the country and abroad. Strider received a BA in Business and Economics from Wheaton College. He is currently a candidate in the CFA Program.
About the speaker: Daniel Candura is the founder of Candura Group, which provides ethics training in the U.S., Canada, Europe, and Australia through in-person courses and webinars. Previously he was president of PennyTree Advisers, where he provided personal financial planning for consumers and litigation support for attorneys. He holds the title of CFP BOARD EMERITUSTM. Mr. Candura taught financial, insurance, and retirement planning at the Sawyer School of Business at Suffolk University. He appeared in the PBS documentary “Retirement Revolution.” He has been profiled in The Journal of Financial Planning and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. He served on the Board of Directors of The Certified Financial Planner Board of Standards and is a former chairman of the Board of Professional Review. Mr. Candura served as a CFP® Ambassador for the Boston area and a FINRA arbitrator. He is a member of the Financial Planning Association, and a retired NAPFA registered financial planner.
About the speaker: John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Strategic Markets; in this role, he devotes his efforts to serving the needs of financial advisors and their clients. John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics. John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor’s degree in economics. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license.
About the speaker: Jeffery Markarian is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Jeff was a senior research consultant at NEPC, LLC. His responsibilities included serving as the lead research representative in Global, International, and Emerging Market equities. He earned a B.S. in Business Administration with a concentration in Finance from Boston University.
About the speaker: Shawn Britt, CLU®, CLTC®, has been engaged in the life insurance and long-term care industry since 1995. She joined Nationwide in 2000 and has been a member of Nationwide’s advanced sales team since 2005. Shawn has been a major influence in the development and promotion of Nationwide’s suite of long-term care product solutions. Shawn is a frequently published author of white papers and articles on long-term care for Nationwide as well as the insurance industry. She has been widely published and interviewed regarding long-term care for numerous trade publications and nationwide media that include the CLTC Quarterly Digest, The National Underwriter, Financial Advisor, Center for Long-Term Care Reform, The Wall Street Journal, CBS New Money Watch, Market Watch Radio and LifeHealthPro. Shawn is a frequent presenter and key note speaker at numerous industry events and conferences including AALU and ILTCI. She has served on the Board of Advisors for CLTC and currently serves as a CLTC contributor. Shawn also served for several years as an adjunct professor at The Ohio State University and has been recognized as an alumnus of the month by the American College.
