Proposing inter-family wealth transfers to your clients in times of economic hardship can help your clients preserve
wealth while they help the next generation. Understanding the potential of these transfers can help deepen and broaden
your relationship with your best clients while offering a service that will benefit them and the next generation.
The session will include issues on the taxation of Special Needs Trusts, Portability and other Estate Tax Issues, and
Gift Tax Returns. The practical aspects of filing 1041's, 706's and 709's will be discussed, along with an update to
proposed changes in the Federal and MA estate taxes.
November 1, 2022 Helping Leaders Grow: Some Perspectives to Help You Advise Family-Owned Companies
Ira Bryck ira@irabryck.com
Studies show that family businesses in distress talk about it with their accountants much more than with attorneys,
clergy, or family. This presentation will give you food for thought on how to guide them into more effective ways to
resolve tensions, communicate, strategize, and make difficult decisions. Ira led his 4th generation family business,
and ran the Family Business Center for 25 years, and will share some lessons shared with him.
November 8, 2022 Understanding Digital Assets & Cryptocurrencies
Alexandra Renders, CEO
Paul Farella, Managing Director
Willow info@investwithwillow.com
The world of cryptocurrencies is fast paced and constantly evolving. As a disruptive and complex technology, it is
already difficult to understand. Paul Farella and Alexandra Renders have been in the digital asset space since 2017
and will share the history, how it works, and help make sense of all the noise out there. They will also dive into
what some of the implications may be and answer your pressing questions on what this new thing is all about.
November 15, 2022 Inferential Portfolios
Mark W. Teed, WMS, CRPC®
Senior Vice President
Raymond James & Associates, Inc. Mark.Teed@RaymondJames.com
Mark will discuss methods of stock selection that he has used for 30 years, current economic conditions and where the
market may be in 2023 and beyond. He will mix humor, stories as he talks about myths and symbols that factor into his
right-brain approach to the stock market.
