South Texas In-Person Chapter Meeting - Tax Planning in Inflationary Times

May 20, 2022 08:30am -
May 20, 2022 09:30am
(GMT-6)

Event Description

 
 
The South Texas Chapter of the AAA-CPA
invites you to:
 
 
Tax and Estate Planning in Inflationary Times
 
Friday, May 20, 2022
8:30 am - 9:30 am Central Daylight Time
 
Presented by:
Daniel Rahill, CPA, JD, LL.M, CGMA
Managing Director, Wintrust Wealth Management
AAA-CPA Illinois Chapter President
 
In-Person South Texas Member Event!
 
The South Texas Chapter is hosting a in-person only test run of Daniel Rahill's upcoming presentation at our June National Meeting. 
 
Program Description
This program will discuss income tax and estate planning strategies including recent legislative updates impacting taxpayers. Discussion will include:
  • Legislative Update: Build Back Better on the Back Burner
  • Post-pandemic Inflation
  • Tax Planning Strategies for Appreciated Assets
  • Grantor Trusts with Swap Provisions
  • Spousal Lifetime Access Trust (SLAT) Example
  • CRTs, CLTs, Charitable Gift Annuities and Pooled Income Funds
  • Donor Advised funds and Private Foundations
  • TIPs and I-Bonds: Tax Benefits with Inflation Protection
Learning Objectives
  • Provide key tax savings strategies to help taxpayers with appreciated assets plan for the future
  • Give financial planners a list of planning ideas to present to their clients
  • Discuss estate planning and charitable options for clients
 
Date & Time
South Texas In-Person Only Chapter Meeting
Friday, May 20, 2022
8:30 am - 9:30 am Central Daylight Time
9:30 am - 10:30 am Eastern Daylight Time
 
Location
 
The offices of FCA Corp 791 Town & Country Blvd. Suite 250, Houston, Texas.
 
Cost
There is no cost to attend this meeting in person.
 
Education
This program offers 1.0 CPE credit - Tax and 1.0 (M)CLE in Texas only. 
 
Registration
Questions may be directed to meetings@attorney-cpa.com or info@attorney-cpa.com.
 
About the Presenter:
Daniel Rahill, CPA, JD, LL.M, CGMA
Daniel F. Rahill is a Managing Director at Wintrust Wealth Management, where he works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. Dan works closely with shareholders and their privately-held businesses on mergers, acquisitions, divestitures, and succession planning. He also advises wealthy families on tax minimization, wealth preservation, and family office management. 
 
Previously, Dan was with KPMG for 27 years, where he held numerous leadership roles over his 21 years as a tax partner, including tax managing partner of the Chicago Metro Business Unit and trustee of the KPMG Foundation. He served as the lead partner on many of KPMG’s high-profile multinational accounts, privately-held companies, and family offices. Prior to KPMG, Dan practiced law in Chicago, specializing in tax and estate planning. He began his career in audit with Ernst & Young.  
 
Dan frequently lectures to CPA societies, bar associations, family office organizations, trade and industry groups, and universities. He is often published and interviewed in the media, including Chicago Tribune, Crain’s Chicago Business, ABC7, WBBM Radio, Yahoo Finance, and the Illinois CPA Society’s Insight Magazine. Dan is currently President of the Illinois Chapter of the American Academy of Attorney-CPAs, the Financial Planning Association of Illinois and the Chicago Estate Planning Council. He is a former chairman of the Illinois CPA Society, and serves on three academic advisory boards and several nonprofit boards and committees. 
Dan graduated from the University of Notre Dame with a bachelor’s degree in accounting, received his law degree and a master of laws in taxation (LLM) from the DePaul University College of Law, and is admitted to practice law before the United State Tax Court.
 
 
 
 
 
Additional Information
Delivery Method: In-Person
Program Level: Intermediate/Advanced
Prerequisites: South Texas Chapter Members Only 
Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals, South Texas Chapter

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.
 
AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

*(M)CLE varies by state. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
 
 
 

Event Type:Chapter Meeting
Category:S. TX Chapter
Early registration ends on May 05, 2022.
Regular registration starts on May 06, 2022 and ends on May 20, 2022.
Late registration starts on May 21, 2022.
(GMT-06:00) Central Time (US & Canada)