Economic Outlook 1-Other

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

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 

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)  

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

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

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 

See You Next Year