2019 Estate & Financial Planning Workshop (EFP19)
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8/26/2019
When: August 26, 2019
8:30 AM until 4:40 PM
Where: Hilton Garden Inn/Homewood Suites
2015 Old Minden Road
Garden Event Center
Bossier City, Louisiana  71111
United States
Presenter: Various


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2019 Estate & Financial Planning Workshop

August 26 • Garden Event Center, Bossier City

All the right moves.

Plotting your financial planning strategy is always a challenge. Some years are riskier than others, but with recent tax changes and the inevitable fluctuations in the market, it’s hard to know whether you are positioned to take the Queen, or whether you’ll be side-checked by economic rooks.

The Estate & Financial Planning Workshop will help you get your game plan together and set you up for success. We have the latest on legislative, market, and tax changes, plus pointers on long-term care and choice of entity — two topics that can make or break your game. You’ll walk away with information you can use to navigate the board to success. Check mate.

Agenda

8:00 – 8:25 am Registration & Continental Breakfast
8:25 – 8:30 am Welcome & Opening Remarks
8:30 – 9:35 am

Hugging the Curves: The Fed, the Markets and the Global Economy

Stephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA

Geopolitical events continue to impact the global economy and capital markets. We examine the current state of the economy, the stance of central banks and the outlook for markets with a particular look at inflation expectations, the yield curve and consumer dynamics, and particular economic risks.

9:35 – 10:35 am

Tax Planning After the 2017 Act

Gerard H. “Jerry” Schreiber Jr., CPA • Schreiber & Schreiber, CPAs • Metairie, LA

Jerry Schreiber will discuss planning ideas now that we've gotten one year of returns done. He will also discuss any recent developments.

10:35 – 10:50 am Break
10:50 – 11:55 am

My Brain Made Me Do It

Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA

Award-winning instructor Anne Oestriecher will be present an insightful look at why and how we make some of the decisions we make, including examples of investment decisions. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions.

11:55 am – 12:55 pm Lunch
12:55 – 1:45 pm 2019 State Tax Legislation and Policy Guidance
Luke Morris, JD • Louisiana Department of Revenue • Baton Rouge, LA
1:45 – 2:45 pm

Selected Trust and Legal Considerations in Louisiana Estate Planning

W. Deryl Medlin, JD • McMichael, Medlin, D’Anna, Wedgeworth & Lafargue, LLC • Shreveport, LA
2:45 – 3:00 pm Break
3:00 – 3:50 pm

Long-Term Care: What Are Your Options Today?

Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA

Award-winning instructor Anne Oestriecher will review the changing environment of long-term care and the funding options that are available. How can clients insure this risk? What other benefits (such as Veterans Aid and Assistance) might be available to help?

3:50 – 4:40 pm

Choice of Entity Crossroads: The Intersection of 199A and C Corporation Tax Rates

Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA

This session will cover the question that many taxpayers and clients have asked since the passage of Tax Reform: With the C corporation rate so low and the individual rate reduction obtained with the pass-through deduction under section 199A, what kind of entity should I operate my business in? We will discuss the factors that must be considered when choosing your entity classification under Tax Reform.

Gold Sponsor

ArgentTrust
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Argent Trust

Argent is a leading, sustainable, independent, fiduciary wealth management firm. Responsible for over $21 billion of our clients’ assets, we have the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, foundations, and public entities. Our mission is to serve our clients, which means that we:

  • Serve as a fiduciary, acting in their best interest
  • Are thoughtful, independent, and objective
  • Provide a wide array of wealth management solutions
  • Commit to excellence in every phase of our relationship with them
  • Offer a highly customized client experience through committed and empowered professionals

Chris Shankle, CPA, CGMA – Senior Vice President • 318.588.6830 • cshankle@argentfinancial.com

Bronze Sponsor

ADP

Sponsorships for this event are still available. Check our Marketing Guide for packages and pricing
or contact Misean Reed for more information.

Hotel


Hilton Garden Inn/Homewood Suites

2015 Old Minden Road
Garden Event Center &
Hilton Garden Inn
Bossier City, LA
318.759.1950

Group Rates:

  • Hilton Garden Inn: $105*
  • Homewood Suites: $119*


*Note: Mention LCPA’s 2019 Estate & Financial Planning Workshop
to get this rate.

Registration Information

Members: $299
Non-Members: $399

Non-CPA staff of LCPA members may attend at the member rate. Rates are good through 8/11. After 8/11, add $50 to your fee.

CPE: Up to 8 Credits

Acronym: EFP19

To register online, use the ‘Register’ button below.
To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Need to register more than one person? Fill out our Group Registration Form and email it to register@lcpa.org.

Register