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March 2018

Estate, Insurance, and Charitable Planning Following the 2017 Enactment of the Tax Cuts and Jobs Act (Chapter Hosted Webinar)

March 20, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview The 2017 Tax Cuts and Jobs Act will have a dramatic effect on both estate and insurance planning for 2018 - and at least through 2025 - because of the increase in transfer tax exemptions and the lowering of the corporate and pass-through income tax rates.  The increase in estate tax exemptions will mean that many insurance policies purchased to “pay” the estate tax may no longer be needed for that purpose (as long as death occurs before 2026) and many structures used…

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Retirement Income Considerations under the New Tax Laws (Chapter Hosted Webinar)

March 27, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview This webinar will focus on some of the changes that you need to be aware of with respect to the new tax laws for 2018. The topic covers not only recent changes but also key tax impacts that can erode any clients' retirement income. More importantly, we look at alternatives that can avoid tax and income pitfalls for Americans making retirement decisions.   Attendees will learn: The major tax changes that affect retirement income planning. How taxes can…

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April 2018

Hidden Mistakes and Great Successes of Estate Planning for High Networking Clients (Chapter Hosted Webinar)

April 10, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview This session will address various trust, charitable giving and estate planning designs that may seem common, but lack certain provisions that actually make them work.  We will share why certain designs may actually hurt your clients' overall estate planning, even though they seemed so perfect when drawn up.   Attendees will learn: How jointly held property can create potential gift tax and federal estate tax issues. How improperly arranged life insurance can derail even the best of plans.…

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Business Planning after Tax Cuts and Jobs Act (Chapter Hosted Webinar)

April 25, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview This seminar will focus on the business tax provisions in the Tax Cuts and Jobs Act (TCJA).  Emphasis will be placed on how the lower corporate rates are advantageous to business-owned life insurance.  Also the new "pass-through" rules, among the most complex tax provisions ever devised, will be explained in detail.  The life insurance opportunities afforded by the new tax act will be fully discussed.  Emphasis will be on the new sales opportunities afforded by split-dollar and nonqualified…

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May 2018

Benefiting from Historically Low Interest Rates (Chapter Hosted Webinar)

May 23, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview This course will demonstrate interest rate arbitrage techniques that take advantage of our current unprecedented economic environment. We will examine and compare straight loan arrangements, loan regime split-dollar arrangements, leveraged executive bonus, and grantor retained annuity trusts. With these techniques, attendees will be able help their clients freeze their estates, use corporate assets for personal planning, and gain overall benefit for their clients’ families.   Attendees will learn: Why this is an excellent time to implement strategies using…

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June 2018

Split Dollar Life Insurance (Chapter Hosted Webinar)

June 12, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview Split dollar has long been a valuable planning tool for advisors to assist their business-owner clients retain key employees by providing them with life insurance protection and supplemental retirement income.  It also has very attractive applications in the estate planning market.  In recent years split dollar has become even more appealing due to the historically low-interest-rate environment.  In 2018 and beyond the Tax Cuts and Jobs Act has provided another strong reason to consider split dollar: a much…

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Uses of Life Insurance in Charitable and Estate Planning (Chapter Hosted Webinar)

June 19, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview This webinar will focus on the many uses of life insurance in charitable and estate planning.  Emphasis will be placed on gifting life insurance to charitable organizations and the use of life insurance in charitable trusts.  Additionally, we will examine the use of life insurance in estate planning, including business successions plans such as buy-sell agreements.  We will also cover the planning considerations of using life insurance and annuities in an estate plan.   Attendees will learn: How…

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Avoiding the Tax Burden: Wealth Transfer Strategies for Annuities

June 27, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview The presentation will focus on transferring the billions of dollars in tax-deferred assets to the next generation. We will explore the tax consequences under the new tax law in transferring both qualified and nonqualified assets. The audience will have usable, practical ideas to talk with clients about planning strategies that can reduce the tax burden for the client and the beneficiary of the asset. Talking about alternatives to simple wealth transfer builds trust, which can result in client…

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July 2018

Understanding the Impact of Tax Cuts on Business (Chapter Hosted Webinar)

July 11, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview The full impact of the Tax Cuts and Jobs Act of 2017 is just beginning to unfold. Learn how the tax cuts are affecting business planning and protection, as well as executive benefits, in both the for-profit and nonprofit sectors. This webinar will also explain the basics of Section 199A and its impact on pass-through business owners, as well as the effects of other business tax cuts.   Attendees will learn: How to identify opportunities for business owner clients…

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Simplicity and Success: A Plethora of Estate Planning Opportunities in the New Tax Landscape

July 18, 2018 @ 9:00 am - 10:00 am
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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Program Overview Since the dust has settled on the Tax Cuts and Jobs Act of 2017, clients have turned their attention to adapting their estate plans to take advantage of the new tax landscape. Clients are streamlining documents and looking for tools and techniques that maximize planning opportunities. During this presentation we will review key planning concepts, consider strategies for existing clients, discuss planning opportunities that generate new life insurance sales, and examine a few traps for the unwary!   Attendees…

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