FINANCIAL AND ESTATE PLANNING COUNCIL OF METRO DETROIT, INC.

To accommodate additional attendees, including guests, the same presentation is available at a breakfast event OR a lunch event on the same day. You may choose which event suits your schedule best.

AGENDA:

 BREAKFAST EVENT:  8:00 am to 8:30 am Breakfast Buffet

 8:30 am to 9:30 am Presentation

Breakfast Buffet Will Remain Open During the Presentation

LUNCH EVENT: 11:30 am to Noon Lunch Buffet

Noon to 1:00 pm Presentation

Lunch Buffet Will Remain Open During the Presentation  

COST:

$40.00 per person for breakfast or lunch

CFP(R) CREDIT PENDING APPROVAL:  

Thank you to APEG for providing this benefit

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements

KEY PRESENTATION POINTS:

--How to develop policies and practices for professionals navigating regulatory compliance with the Corporate Transparency Act (CTA).

--Gain an understanding of estate planning structures, including wills, trusts, and other legal entities, that may trigger uncertainties in meeting CTA requirements.

--How to comply with the CTA while maintaining confidentiality to the extent possible.

--Consider actions to be taken before an entity completes their initial filing under the CTA, such as ownership and management changes and terminations or conversion of entities.

SPEAKER:

Thomas A. Tietz, Esq., is an Associate with Shenkman Law practicing in New York and New Jersey. He has lectured at the Notre Dame Tax & Estate Planning Institute, for the New Jersey State Bar Association, New Jersey Institute of Continuing Legal Education, CPA Academy, the Bergen County Estate Planning Council, the National Academy of Continuing Legal Education and numerous other institutions. He has published articles in the American Bar Association E-Report, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com and Trusts & Estate Magazine. He is a member of the American Bar Association, Real Property, Trust and Estate Law and Business Law sections, the New York State Bar Association, the New Jersey State Bar Associaiton and Bergen County Estate Planning Council.