BRING A GUEST FOR FREE TO THE OCTOBER MEETING: To celebrate National Estate Planning Awareness Week and introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the October luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
COFFEE MEET AND GREET: The PEPC has organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead. Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.
PROGRAM OVERVIEW
In recent years, the market for Private Placement Life Insurance (PPLI) Investment Accounts has grown rapidly. PPLI Investment Accounts offer the ability to invest in a tax-exempt environment, and the value proposition is a simple one: the cost of a PPLI Investment Account is lower than the cost of taxes that would otherwise be payable on realized investment gains. There are now over 400 registered funds (traditional asset class) and over 225 non-registered funds (alternative asset class) that can accept allocations from PPLI Investment Accounts. In addition, for a large account, the client can have a Registered Investment Advisor firm of their choice manage the PPLI Investment Account assets. This session will provide an overview of PPLI Investment Accounts, and will cover the tax and structural attributes, the economics, and the key applications for high-net-worth families.
Michael B. Liebeskind is a founder of four independent operating businesses, all of which have a deep infrastructure: Golconda Partners / Mandorlo International (founded in 2019), SALI Fund Services (founded in 2002), Covala Group (founded in 1993) and Winged Keel Group (founded in 1989). Michael graduated from Princeton University in 1981. He began his professional career with the accounting firm of Coopers & Lybrand, where he became a Certified Public Accountant (CPA) in 1984. He earned his Master of Business Administration (MBA) degree from New York University in 1986 and is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Thank You to Our Meeting Sponsor
Click here to download a printable registration form.
COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
A brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and issues are presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues at the IRS. The processes of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination are explored to provide insight of what to do to avoid an audit and what to do with any conflict using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions by taking advantage of The Collaboration Effect.
Participants will be able to:
Michael Gregory, ASA, CVA focuses on helping resolve conflict with the IRS, negotiating winning solutions, and helping organizations be more productive and grow faster by taking advantage of The Collaboration Effect®. Prior to founding his consulting firm, Mike had 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally. Mike has been working with neuroscientists for over nine years and he has written 12 books focusing on IRS issues business valuation, conflict resolution, servant leadership, and his most recent book The Collaboration Effect. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin – Madison and an MBA from DePaul University.
This meeting is being sponsored by
Celebrate the holiday season with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at Estia. Attendees will enjoy authentic Greek Mediterranean cuisine at one of Philadelphia's favorite restaurants!
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
