2020 February Chapter Event Simulcast in Fort Collins

February 28, 2020
11:30 AM MST - 2:00 PM MST
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525

How the SECURE Act Changes Retirement (and other planning) & Maximizing Step-Up in Basis for Couples with Jeff Levine, CPA, CFP®
2.5 CFP CEs

Half of this session covers changes the SECURE Act made, exploring both the new challenges, and planning opportunities, it creates. Next, Jeff will explore estate-planning topics including how pre-death asset transfers can help maximize step-up in basis, how other types of pre-death transfers can help avoid the potential for a step-down in basis, complications associated with these strategies for clients living in community property states, and the disadvantages of traditional credit shelter trusts that emerge in an estate planning environment driven by income- (rather than estate)- tax planning.



Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights.


FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.


$10.00 FPA Non Members
$20.00 after 11:59 pm February 21

$10.00 Partner/FPA Member
$20.00 after 11:59 pm February 21