WEDU PBS and the Community Foundation of Tampa Bay are hosting the 13th Annual Estate & Tax Planning Seminar with continuing education credits on September 27, 2018 at the WEDU PBS Berkman Family Broadcast Center. Noted experts will provide the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in their field.
7:30 a.m. – Breakfast and Networking
8:20 a.m. – Sessions begin
Geoffrey A. Simon, MBA
Senior Vice President, Investments
Simon & Associates Wealth Management of Raymond James
Host of WEDU’s Suncoast Business Forum
Geoff Simon is Senior Vice President with Simon & Associates Wealth Management of Raymond James, and provides comprehensive financial planning and investment counseling for individual, corporate and institutional clients. Mr. Simon is also a WEDU staff alumnus. From 1983 -1990 he produced and hosted Suncoast Business Journal, an award-winning, weekly, regional business TV program. In addition to playing an active role on the station’s Board of Directors, and various committees, Geoff now hosts WEDU’s Suncoast Business Forum where he interviews the area’s most engaging businessmen and women about the triumphs and inspirations that shaped them into the successes they are today.
Robert W. Dietz, CFA
Director of Wealth Strategies
Topic: “Adventures in Wealth Planning”
Bob Dietz is an Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He works closely with high-net- worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, insurance and retirement planning, philanthropy and diversification planning for holders of concentrated portfolios. Dietz joined the firm in 2006 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. He earned a BA, cum laude, in finance from Augsburg College and is a Chartered Financial Analyst (CFA) charter holder. Dietz is a member of the CFA Society of Minnesota and the Twin Cities Estate Planning Council.
Bryan Koepp, JD, CFP®, TEP
Senior Vice President, Wealth Strategist, East Region
Topic: “The Alternative Universe: Investment Considerations for Fiduciaries using Alternative Investment Classes”
(Case Law Considerations, Alternative Investments, Tax Cut and Jobs Act – to include philanthropic planning considerations)
Bryan joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.
Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax-efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.
Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.
Moderator: Michelle Sanchez, Warren Averett
Panelists: Lindsey Crown Hardee (Crown & Company, CPAs)
Bob Lang (Holland & Knight)
Donna Grotenberg (Regions Bank)
The panel, moderated by Michelle Sanchez, will present several case studies on tax issues in estate planning, including strategies for handling the transfer of business interests in charitable giving.
Photo Gallery – 2017 CE Seminar
Take a look at last year’s event!
Click the arrows to browse, or view the photo gallery on Flickr.