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Professional Seminar Series

Cincinnati Children's is proud to offer an annual complimentary continuing education seminar as a service to the Professional Advisor community. Each seminar supplies 2 hours of Continuing Education Credits.

The next seminar will be on November 12, 2015. Register Today. Email stacy.blomeke@cchmc.org to be added to our email list announcing all seminars.

 

Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives

         
         
  Hoyt      
         
         
         
         
         
         

Presented by Christopher R. Hoyt, JD

Christopher is a Professor of Law at the University of Missouri, Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations.

Program will cover:  

— Overview of the 2015 income tax and estate tax environment
— Planning for lifetime retirement plan withdrawals and transferring retirement assets after death
— The traps and solutions when naming a trust as the beneficiary of a retirement account
— Planning strategies for retirement accounts in second marriages & bull;Deceased left IRA payable to an estate or a trust? When will the IRS permit the surviving spouse to do a rollover instead?
— For estates subject to the federal estate tax, what is the interaction of estate taxes with income taxes on inherited accounts and what strategies can reduce those taxes?
— What are the best ways to make charitable uses of retirement assets? What are the traps and how can they be easily overcome?

 

See previous topics here.