10.29.24 – Accredited CPE Seminar for CPAs

Join us for a fun and educational morning where we will be discussing timely and key updates for you and your clients while you earn 2.5 hours of CPE credits and a wealth of information you can utilize immediately. *This event is for CPAs only.

Topics:

Washington Policy Update and Planning Considerations – Jason Keller, Senior Wealth Planning Specialist, Franklin Templeton Academy
- The outcome of the 2024 elections will have a significant impact on government policy at a time when lawmakers are facing many fiscal challenges. Among these timely issues are the pending expiration of the tax code, rising federal spending and debt, and an uncertain future for federal benefit programs like Social Security and Medicare. Addressing these topics with clients may ease confusion about what is being debated on Capitol Hill and provide a forum for discussion on personal finances.
Business Owner Insights & Valuation – Jack Leavy, Regional VP, Principal Business Owner Insights Team, Principal Asset Management
- Jack Leavy’s presentation provides a deep dive into what’s top of mind with business owners as it pertains to owner and executive benefits. Most business owners want to protect their business, while looking to enhance their lifestyle and take care of mission critical people. Attendees will learn about several tools and resources that allow you to have strategic conversations with business owners. This will include information on an informal business valuation tool, and buy-sell review services that can give CPA’s an opportunity to engage clients and discuss the issues they face as they grow their business and eventually transition it.
Impact of Expiration TCJA
Tax-Exempt and Tax-Advantaged Investing Update

About the speakers:

Jason Keller is a senior wealth planning specialist at Franklin Templeton. He specializes in applying financial planning principles and techniques to assist advisors and clients in reaching their financial goals. His specific areas of expertise include higher-education planning, income tax mitigation, wealth transfer, and cash flow analysis. His commitment to these key aspects of financial health ensures that clients receive comprehensive and tailored advice, paving the way for their financial success.

Jack Leavy has been in the financial services industry since 1986. He has spent his career helping business owners strengthen their retirement and he’s been helping Financial Advisors design, implement, administer and fund all types of owner and executive benefit plans. He joined Principal in 1995 exclusively focusing on the business markets. Jack resides in Birmingham Michigan.