Bring Estate and Tax Planning to the Center of the Conversation

This session equips CFP professionals with a practical framework for charitable planning in a post OBBBA landscape. Attendees will review core charitable vehicles including CRTs, CLTs, private foundations, donor advised funds, and QCDs, with a clear focus on how recent changes to deduction floors and itemized deduction limits impact high earning clients. The session emphasizes real world advisor application, helping CFPs identify charitable planning opportunities, navigate tradeoffs between foundations and DAFs, and guide clients toward strategies that maximize philanthropic impact while aligning with evolving tax constraints in 2026 and beyond.

This session explains when and how to engage notaries, how deed preparation works, and what to expect when working with attorneys on a client’s estate plan. We will also explore best practices for collaborating with centers of influence so you can create a more coordinated and professional client experience. Participants will leave with clear steps, recommended workflows, and guidelines that help integrate these resources into everyday advisory work.

High net worth and complex clients require seamless collaboration across financial, legal, and tax disciplines. This session provides a framework for advisors to effectively coordinate with attorneys and other centers of influence to deliver more cohesive planning outcomes. Attendees will learn how to structure productive planning conversations, identify overlapping responsibilities, and align professionals around shared client objectives. The session will also address common breakdowns in cross-disciplinary planning, including communication gaps and role confusion, and offer best practices for maintaining professional boundaries. Advisors will leave with practical strategies to strengthen partnerships, improve client confidence, and support more comprehensive planning for sophisticated client situations.

This session explores how Qualified Small Business Stock can play a significant role in advanced estate and tax planning when properly identified and coordinated. Attendees will examine the foundational requirements of QSBS eligibility, common misconceptions, and the importance of early planning. The session will focus on how timing decisions, ownership structures, and gifting strategies can materially impact long-term family outcomes. Through practical examples, advisors will learn how to spot planning opportunities, collaborate effectively with tax and legal professionals, and avoid common pitfalls that can undermine QSBS benefits. Emphasis will be placed on the advisor’s role in issue spotting, coordination, and client education rather than implementation.

This 60-minute session equips CFP® professionals with actionable techniques to help affluent and emerging-wealth clients transfer assets to future generations with little or no transfer-tax exposure. Attendees will review real-world case studies to demystify today’s federal and state estate-tax regimes, then walks through the design, funding, and administration of vehicles—such as GRATs, SLATs, dynasty trusts, and charitable split-interest trusts—that can shelter appreciating or income- producing assets from estate, gift, and GST tax. The session closes with a decision-matrix advisors can immediately apply to balance family governance, philanthropic intent, and income-tax considerations while complying with CFP Board’s Fiduciary Standards of Conduct.

This course provides a comprehensive overview of current gift tax laws, including the lifetime exemption, annual exclusion, and exceptions that avoid gift tax reporting. Participants will explore various gifting strategies—such as direct gifts, gifts in trust, and superfunding 529 plans—along with tax reporting requirements and valuation considerations. The session also addresses advanced planning techniques, including upstream gifting for basis adjustment and structuring gifts to avoid filing Form 709, while weighing risks related to long-term care, control, and asset protection.

A trust is only effective if it’s properly funded—but many clients (and even advisors) overlook this critical step. An unfunded trust leaves key assets vulnerable to probate, taxes, and costly legal issues, while misplacing assets in a trust can create its own complications. Join attorneys from Wealth.com for an educational session where they’ll break down the essentials of trust funding, common pitfalls, and how to confidently guide clients through the process.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act introduces sweeping changes to estate planning. In this session, attendees will be provided an in-depth exploration of how these significant legislative updates impact financial advisors and their clients. This session will demystify the complexities of the bill and provide actionable insights for immediate implementation into your practice.

As $124 trillion transfers from Baby Boomers to younger generations by 2048, advisors face a defining opportunity—and risk. The “great wealth transfer” will reshape the industry, but only advisors who engage families through estate planning will retain assets and build multigenerational trust. In this session, advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows. Participants will leave with a repeatable, scalable process for introducing, delivering, and maintaining estate planning as part of their value proposition.