Argent Attends the 58th Annual “Heckerling” Estate Planning Conference
By Argent Wealth Management, LLC on January 26, 2024
Several Argent employees attended the 58th annual Heckerling Institute on Estate Planning ™ conference that took place January 8-12 at the Orlando world Center Marriott. Argent staff have been attending this conference for over 20 years.
The Heckerling Institute is an educational conference for estate planners, and comprehensively covers today’s most important tax and non-tax planning issues. Staying up to date with modern estate planning techniques, law changes, and potential law changes is critical to keep our client’s “buttoned up.”
For example, congress recently passed the Corporate Transparency Act. It requires certain business entities to file, in the absence of an exemption, information on their “beneficial owners” with the Financial Crimes Enforcement Network (FinCen) of the U.S. Department of Treasury. The intention is to cut down on bad actors using corporations for money laundering and other illicit activities. There are major penalties for those that do not follow the filing requirements.
If you have any questions about this please reach out to us for guidance.
Other topics included:
- The significant tax and non-tax developments of 2023
- Valuable insight into what might lie ahead.
- Trusts: Innovative techniques for planning, drafting, and administering trusts in today’s environment.
- Tax efficient ways to transfer wealth.
- Practical tools, a look ahead, and how to plan for changes in law.
- Maximizing benefits, minimizing risks of various trust structures.
- GRATs, SLATs, CRUTs, Revocable Trusts, Irrevocable Trusts.
- Techniques for charitable giving and philanthropy.
- Planning for retirement benefits
- Specifically navigating Secure Act 2.0 with current proposed regulations still pending. Relief was provided for 2021-2023 for any RMDs not taken by taxpayers for inherited IRAs that occurred post-Secure Act. However taxpayers are still awaiting direction on the 10 year rule for inherited IRAs (non-spouse) where the decedent has already begun RMDs as to whether the designated beneficiary needs to take annual RMDs or extinguish the account by year 10.
If you or someone you know has an estate plan that should be reviewed or are interested in hearing about the latest estate planning techniques, reach out to us.
Clients can reach out to their advisor, and non-clients can send an email to contact@argentwm.com.
And learn more about Argent’s Estate Planning Practice here.
Sign up to receive more information about Argent's Services and Solutions.
Argent Wealth Management, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.
200 Fifth Avenue, 7th Floor
Waltham, MA 02451
9045 Strada Stell Court, Suite 101
Naples, FL 34109
Latest Blogs
Hightower has been named one of Barron's Top RIA's for 2023. Compensation was paid for the ability to use this logo in promotional materials.
Compensation has been paid for the ability to use this award in marketing materials.
Legal & Privacy | Web Accessibility Policy | IAPD
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2025 HIGHTOWER ADVISORS. ALL RIGHTS RESERVED.