Aug 20 2024 7:30AM

Registration and Professional Networking Breakfast with Exhibitors

Eager to start your day of exceptional content and invaluable networking? After checking in at the registration desk and grabbing your badge, enjoy a delicious breakfast while connecting with fellow attendees.

Aug 20 2024 8:00AM

Welcome

Aug 20 2024 8:10AM

Converting Non-Cash Passion Assets into Charitable Impact

Baby boomers are one of the wealthiest generations in American history and are about to transfer significant wealth over the next few decades. A portion of this wealth is in the form of non-cash passion assets that reflect the passions, interests, and legacies of the individuals and families who owned them. Donors are interested in understanding how they can convert their passion assets into philanthropic opportunities. Using these types of assets in a strategic philanthropy initiative presents families with the chance to work collectively to create a unifying legacy.

In this session advisors will have a greater understanding and enhance their ability to provide guidance on asset understanding, disposal possibilities, and custom methods to help clients match choices with their goals and aspirations.

Learning Objectives: 1) Diverse disposal options for passion-assets including a) gifting assets to loved ones; b) selling to yield financial returns or donate for societal impact and tax benefits; 2) Understanding these avenues to allow advisors to craft personalized strategies, considering financial goals, emotional connections, and market conditions, ensuring informed decisions.

This session has been accepted by CFP Board for one (1) hour of continuing education.

Application for continuing education has been filed with Florida Department of Business and Professional Regulation.

Aug 20 2024 9:00AM

Engage with Sponsors

Aug 20 2024 9:30AM

After the Sunset: Charitable Gift Planning in Light of Expiring Tax Provisions

In the absence of action by Congress the 2017 Tax Cuts and Jobs Act (TCJA) is set to expire on December 31, 2025. If key provisions of this act expire, untold dollars will pass from the hands of charitably minded individuals to the coffers of the federal government, stifling philanthropic giving.

Proactive planning means understanding the choices available to a client, including how current and future tax laws impact those choices. Attendees will leave with an understanding of the changes that are most likely to impact their clients and the specific actions that should be considered to help clients only pay what they absolutely have to and lower their lifetime tax bill.

This session will examine the important question of how to best fund a gift to maximize the value of the transfer and minimize the risk of an audit (and a potential adjustment adverse to the donor).

This session has been accepted by CFP Board for (1) hour of continuing education.

Application for continuing education has been filed with Florida Department of Business and Professional Regulation.

Aug 20 2024 10:30AM

Engage with Sponsors

Aug 20 2024 11:00AM

Leveraging AI in Charitable Gift Planning for 2024 and Beyond

AI presents an exciting range of possibilities for nonprofits and companies to boost their impact in the giving sector. This timely and groundbreaking session fuses technology with tradition. We'll delve into how artificial intelligence is revolutionizing the landscape of gift planning, from donor identification and engagement to predictive analytics. Discover how AI can make your operations more efficient, your strategies more effective, and your impact more profound.

Attendees will gain valuable insights and practical strategies for harnessing the power of AI and cutting-edge technologies to drive success in gift planning. Join us to learn how you can leverage the latest advancements in technology to revolutionize your gift planning strategies and achieve, including the results of benefiting from more gifts of non-cash assets.

This session has been accepted by CFP Board for (1) hour of continuing education.

Application for continuing education has been filed with Florida Department of Business and Professional Regulation.