Florida Bankers Association Sets 2 Sessions During 62nd Annual Trust & Wealth Management Conference for Sept. 10

FORT LAUDERDALE, Florida, Aug. 24 (TNSEve) -- Florida Bankers Association has scheduled two conference sessions on Sept. 10, 2021, during its 62nd Annual Trust & Wealth Management Conference at the Ritz Carlton Hotel:

According to the agency website:

Income Tax Deferral for Taxpayers Who Anticipate Selling Appreciated Assets While Living

Speaker: Jerome M. Hesch, Esq., Director, Notre Dame Tax/Estate Planning Institute

Individuals who anticipate selling appreciated assets while living cannot take advantage of the step-up in basis at death. Several income tax techniques allow the gain realized upon the sale of an asset for cash to be deferred if the income tax rules in the Code are followed. Examine how (i) related party installment sales to a non-grantor trust, (ii) contributing appreciated assets to a charitable remainder unitrust, and (iii) charitable gift annuities, can be used to defer the reporting of the realized gains. Learn which of these deferral techniques can be used for marketable securities, business interests and even encumbered real estate with liabilities in excess of tax basis. These planning techniques are illustrated using financial balance sheets that enable one to communicate the planning technique in an understandable manner.

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Women in Wealth

Speaker: Linda Duessel, CFA, CPA, CFP, Senior Equity Strategist, Federated Hermes

Truly everyone wants to grow their wealth, man or woman. But women often have unique circumstances that can make knowledge of how to manage their finances imperative. Furthermore, women have qualities that tend to make them better investors than their male counterparts. Linda will explore the topic of Women in Wealth, addressing these issues and advancements ladies have made to independently garner their own wealth. The news is good and the future is bright.

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More information about the event can be found at https://www.floridabankers.com/uploads/1/3/4/5/134549112/trust_and_wealth_management_brochure_2021.pdf