Seeking Wealth Preservation Through Planning with Private Placement
The primary goal of this presentation is to educate the participants on what private placement products are (and are not), their benefits and considerations, and the appropriateness of these strategies depending on the client’s profile and goals. Private Placement products have the potential to convert highly inefficient taxable assets into favorable tax-efficient investments. The objective of this presentation is to explain what these products are, how they work, demystify their make-up, and provide the advisers the tools they need to start the dialog for this tax efficient solution. The presentation also covers two structuring solutions to take back to their clients.
•Attendees will receive an understanding of a private placement solution as well as equip them with unique structuring ideas to take back to their clients.
•Attendees will be provided with real life examples that display the power of compounding of the tax savings, which has a potential to generate long term results that can be significantly more powerful than the taxable equivalent. Attendees will leave with the knowledge of these opportunities and will potentially assist members in expanding their client portfolios.
•Asset allocation is a topic that clients and advisors readily understand. However, most of these asset choices generate ordinary income and result in a tax liability. Just as important as “asset allocation” is the subject of “asset location” and some locations are more tax efficient than others. The session will enable attendees with the tools to reach out to their clients advisors (CPAs and T&E Attorneys) with recommendations that have the potential to reduce their client’s tax burden.
•Understanding the marriage of trusts, financing and insurance for estate, income and gift tax efficiency.
•Attendees will explore the benefits of a private placement solution as a potential means to maximize income tax deferral of the growth of assets. Due to the unique rules regarding trust-owned annuities, attendees will learn about the planning opportunity that exists for their clients to potentially maximize and prolong tax deferral on trust assets for multiple generations.
•Attendees will understand the utilization of annuities with charitably inclined clients. When you can connect tax efficiency to charitable legacy gifts without giving up ownership or control, you may enhance the benefit for individuals and charities.
Ann Marie Liotta is an engaging specialist in domestic wealth planning and a results-driven wealth and tax strategist. Her significant and sophisticated hands-on experience and technical knowledge were gained over her twenty year professional career working within large New York based financial services businesses as well as regional Philadelphia accounting firms. Ann Marie joined Lombard International in July 2016 and is the US Director of Wealth Structuring Services. In her role, she assists Lombard’s internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans. Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young(EY) in Philadelphia. Ann Marie graduated Magna Cum Laude from Rutgers College School of Business. She holds her CPA license in New York, New Jersey and Pennsylvania. Ann Marie is NJ State elected official and currently sits on the Board of Education in Moorestown, NJ.