PICPA Personal Financial Planning Conference

Personal Financial Planning

2022 Conference

CPE Credits: 5-Other, 3-Tax

Nov. 10, 2022

Penn State Great Valley, Malvern or Webcast

Expand your financial planning knowledge with timely updates on the state of the economy, charitable giving, estate planning, and more. Learn about the tax considerations when dealing with cryptocurrency and stay ahead of deduction issues introduced with new legislation. With these offerings, you can provide broader and up-to-date financial advice for your clients.

Conference Highlights
  • Charitable Planning
  • Minimizing Transfer Taxes and Preserving Beneficiaries’ Interests with Intergenerational Transfers
  • Income Tax Considerations for Those with Special Needs 
  • Economic Update

Thanks to our 2022 sponsor Gallagher_Affinity_3D_stacked

Sponsor this conference! View packages for more details.

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Featured Session

Economic Outlook

Aloisi, Kali
Kali Aloisi
Economic Outreach Associate
Federal Reserve Bank of Philadelphia
Highlights include:
  • What has improved in the past six months?
  • Current challenges
  • New risks that have emerged

Thursday, Nov. 10, 2022

7:15 a.m.
Breakfast and Check-in

7:50 a.m.
Greetings from PICPA Leadership

8:00 a.m.

Economic Outlook 1-Other

  • What has improved in the past six months?
  • Current challenges
  • New risks that have emerged
Aloisi, Kali

Kali Aloisi
Economic Outreach Associate
Federal Reserve Bank of Philadelphia

8:50 a.m.

Charitable Planning 1-Other

  • Charitable planning trends, including giving, bunching, and qualified charitable distributions
  • Case studies involving crypto assets, privately held stock, commercial real estate, and IRAs 
  • Charitable constructs, including donor advised funds, charitable remainder trusts, and IRAs 

Mary Jovanovich, CAP
Senior Manager, Business Development
Schwab Charitable

9:40 a.m.
Morning Break

9:55 a.m.

Cryptocurrencies: An Introduction to Bitcoin, Altcoins, and Investing in Crypto 2-Other

  • Bitcoin – What it is, how it works, and why it’s used
  • An explanation of Altcoins and why they exist
  • Investing in crypto (and with crypto)  
Markowitz, Jesse

Jesse Markowitz
Your Personal Crypto Assistant

11:35 a.m.
Lunch Break

12:25 p.m.

Minimizing Transfer Taxes and Preserving Beneficiaries’ Interest with Intergenerational Transfers 2-Tax

  • Estate, generation-skipping, and inheritance tax minimization
  • Preserving a step-up in basis
  • Using trusts to protect beneficiaries from claims
  • Keeping vacation homes and other special assets within the beneficiary class
Vigderman, Howard

Howard Vigderman, JD, LLM
Chair, Business Department
Montgomery McCracken Walker & Rhoads LLP

2:05 p.m.
Afternoon Break

2:20 p.m.

What Makes People Happy in Retirement 1-Other

  • The rationality of retirement
  • Does money truly buy happiness?
  • The emotional and financial stages of retirement
  • The art of living an abundant life in retirement
  • Every potential retiree falls into one of three categories entering retirement. How a fruit analogy can simplify that process for your clients
Jim DeGaetano Jr., CPA

Jim DeGaetano, CPA, CFP
CEO, Founder, Wealth Advisor
Diamond Wealth Advisors

3:10 p.m.

Income Tax Considerations for Those with Special Needs 1-Tax

  • Items deductible from adjusted gross income to determine taxable income
  • Expanded medical expense rules for families caring for those with special needs
  • Timing issues, as well as unusual issues, in planning for itemized deductions under recent legislation
  • How to maximize deductions on Schedule A 
Brinker, Thomas

Thomas M. Brinker Jr., CPA/PFS, LLM
Professor of Accounting and Executive Director of the MBA Program
Arcadia University

4:00 p.m.

See You Next Year

"The topics were very relevant to my everyday work. I have also shared the ideas and content with colleagues."

Philip Sirolli, CPA
Valley Forge Financial Group Inc.


CPE Credits: 5-Other, 3-Tax

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

CFP®, CLU, and ChFC Credits: This course has been submitted for CFP®l, CLU, and ChFC credits. CFP® is a certification mark owned by the Certified Financial Planner Board of Standards Inc.


PICPA Member: $345
Nonmember: $445

ClassPass: 8 hours
CLE Credits Fee: $50

In-Person Course No.: 583800
Webcast Course No.: 583801


Penn State Great Valley - Map It
Conference Center Building
30 E. Swedesford Road
Malvern, PA 19355
(610) 648-3200

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