This webinar will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.

Topics scheduled to be discussed include:

-OBBBA: the New 2/37th Rule for Itemized Deductions; Charitable Contributions; $15M Lifetime Exemption

-Wealth Planning in a World of Concentration, Higher Bond Yields, and Hidden Tax Drag

-Kyle Busch et al vs. Pacific Life Insurance Company et al

-Business Ownership and Entity Choice: Section 1202 (QSBS); S-Corp vs C-Corp Considerations

-Long-Term Care Planning

SAVE THE DATE for NAIFA-Wisconsin's Power Summit - Empowering Advisors in Any Climate.

Tundra Lodge
865 Lombardi Ave
Green Bay, WI 54304

Watch your inbox for additional details.

The lack of personal accountability is a problem that has resulted in an epidemic of blame, victim thinking, complaining, and procrastination. No organization—or individual—can successfully compete in the marketplace, achieve goals and objectives, provide outstanding service, engage in exceptional teamwork, or develop people without personal accountability.

John G. Miller believes that the troubles that plague organizations cannot be solved by pointing fingers and blaming others. Rather, the real solutions are found when each of us recognizes the power of personal accountability. In QBQ! The Question Behind the Question®️, Miller explains how negative, ill-focused questions like “Why do we have to go through all this change?” and “Who dropped the ball?” represent a lack of personal accountability. Conversely, when we ask better questions—QBQs—such as “What can I do to contribute?” or “How can I help solve the problem?” our lives and our organizations are transformed.

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

No fee - but lunch is on your own.

Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, February 19 , beginning at 11:00 am Central.

D-2 Sports Pub Stadium District 
788 Armed Forces Dr
Ashwaubenon, WI 54301

OR

E4 Insurance Services
951 Kimball Lane Suite 206
Verona, WI 53593

Talk So Clients Listen: The Art of Connection That Drives Your Success
Presented by Ellen Rogin, CPA, CFP

Technical knowledge builds credibility, but communication builds connection, and connection drives business success. In this engaging webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling author, shares how top advisors use communication as their competitive edge. You will discover how to build trust faster, listen for what is really being said, and make every conversation more meaningful and effective.

You will walk away with:

• The one word that can instantly boost client buy-in and trust

• How to ask questions that open deeper, more productive conversations

• The body language cues that make your communication more confident and compelling