San Antonio, Texas Conference Completed
November 12 - 16, 2012

This conference focuses on Family Wealth and Succession Planning. We will present 13 courses taught by experts who possess dynamic speaking skills.

“You’re not from Texas, but Texas wants you anyway,” sang country music’s Lyle Lovett. Come feel the love in San Antonio, and stay with us right on the River Walk for our Family Wealth Succession Theme Conference. This theme conference is focused on wealth and management succession planning for families with substantial wealth, whether in active family businesses, or concentrated in outside investments and marketable securities. This year, the conference includes an emphasis on financial planning, investments selection and management, buy-sell agreements, and the proper use of various entities and techniques important to successful wealth succession planning and implementation. And while you’re here, you can enjoy unique restaurants, get a jump-start on your Christmas shopping, and dig into a signature steak at the Chart House, located at the top of the Tower of the Americas, where you can take in a panoramic view of the Alamo City.

Like many of our resort locations, San Antonio is a golfer’s dream destination. Play the SilverHorn Golf Club of Texas, the Westin La Cantera resort by Troon, the Quarry Golf Club, or one of the other two dozen courses in the area. Country music fans will find boot-tappin’ entertainment at San Antonio Rose Live, featuring the best of traditional country, Western swing, and gospel music. Illusions Theatre, located in the Alamodome, and the Lila Cockrell Theatre present musical artists and live stage performances year round. And remember the Alamo! A trip to this historic city would not be complete without a visit to the very place where Davy Crockett and other heroic soldiers fought the legendary battle in the Texas Revolution. You’ll have Texas-sized fun here in San Antonio!

Accommodations

The Crowne Plaza Riverwalk offers visitors easy access to the best of San Antonio. The hotel is just a short drive from Sea World, the San Antonio Zoo, and the AT&T Center, and less than a mile from the Alamo, HemisFair Park, Tower of the Americas, and the Alamodome. And of course, the River Walk— a network of walkways along the banks of the San Antonio River—is just outside their door. Hotel guests enjoy amenities that include a rooftop pool, fitness and business centers, on-site dining, Wi-Fi access, and room service.

Basic room rate: $169 (does not include taxes and fees).
 

Click here for more information about the hotel and transportation.

Area Highlights

• River Walk
• Rio San Antonio River Cruises
• River Center Mall
• Silverhorn Golf Club of Texas
• The Westin La Cantera Resort
• The Alamo
• San Antonio Golf
• HemisFair Park
• Tower of the Americas
• Sea World
• San Antonio Zoo & Aquarium
• San Antonio Spurs Game
• AT&T Center
• Alamodome
• San Antonio Rose Live
• Splashtown San Antonio

Schedule
Unless otherwise noted, all courses are 6 live CPE credits and meet from 7:30 a.m. - 1:00 p.m. Each attendee is allowed, at no extra cost, 2 CPE credits for each live course attended. Credit hours are based on AICPA/NASBA guidelines of 1 CPE credit for every 50 minutes.

Sunday - November 11, 2012	Activities: Times Subject to Change
	Conference Reception 6:30 PM-7:30 PM
Monday - November 12, 2012	Activities: Times Subject to Change
The Opportunities & Pitfalls in Family Wealth Succession Planning   Owen Fiore, Stephan Leimberg and Jeff Rattiner 7:30 AM - 10:10 AM    (3 Taxes) Retirement Planning Strategies for Business Succession Purposes   Jeff Rattiner 10:30 AM - 1:10 PM    (3 Taxes) Buy-Sell Agreements and Life Insurance Issues in Succession Planning   Stephan Leimberg 10:30 AM - 1:10 PM    (3 Taxes)	Guest Reception 9:30 AM-10:30 AM Riverwalk Cruise 3:50 PM-5:00 PM
Tuesday - November 13, 2012	Activities: Times Subject to Change
2012 Individual Tax Update   Doug Stives 7:30 AM - 1:00 AM    (6 Taxes) Business & Personal Insurance Planning for Preserving Family Wealth   Jeff Rattiner 7:30 AM - 1:00 PM    (6 Taxes)	Missions & City Tour 1:50 PM-5:00 PM
Wednesday - November 14, 2012	Activities: Times Subject to Change
The Role of Entities & Transfer Techniques in Wealth Succession Planning   Owen Fiore 7:30 AM - 1:00 PM    (6 Taxes) 2012 Business Tax Update   Doug Stives 7:30 AM - 1:00 PM    (6 Taxes)	Flavors of San Antonio Food Tour 1:50 PM-5:00 PM
Thursday - November 15, 2012	Activities: Times Subject to Change
The Mathematics of Wealth Transfer Planning   Robert Keebler 7:30 AM - 10:10 AM    (3 Taxes) Family Business Succession Planning   Steven G. Siegel 7:30 AM - 10:10 AM    (3 Taxes) Making Sense out of IRA Planning   Robert Keebler 10:30 AM - 1:10 PM    (3 Taxes) Alternatives & Strategies for Selling the Family Business   John Prokey 10:30 AM - 1:10 PM    (3 Taxes)	Dinner at Ácenar Hotmex/Coolbar 5:40 PM-8:00 PM
Friday - November 16, 2012	Activities: Times Subject to Change
Investment Choices & Management   John Prokey Peter Zarifes 7:30 AM - 10:10 AM    (3 Taxes) Effective Uses of Trusts in Family Wealth Succession   Steven G. Siegel 10:30 AM - 1:10 PM    (3 Taxes)
This course is CFP Board accepted. This course is IRS accepted.

Sorry This Conference Is Completed

Bonus CPE Downloads and Grading
Click Here for Conference Self-Study Materials