Advanced Estate Planning as Part of Wealth Management Practices
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Part 7 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-6 of the series to attend this event.
Michael F. Niemann, CPA | Michael Niemann is a partner in Newton One, LLC, and joined the firm in March 2010 as the President of our Midwest Region. He previously had been Executive Vice President of an M Financial Firm in Saint Louis. Prior to joining Newton One, he led the local Family Wealth Planning Practices for two accounting firms, Arthur Andersen and Brown Smith Wallace, where he served many of the region's largest family businesses, wealthiest families and top executives. Michael also was the National Director of Advanced Planning for The Northern Trust Company based in Chicago, Illinois, serving many of the trust company's most clients.
Michael is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants where he serves on the tax committee. He also is a member of the Missouri Society of CPAs and has served on the Personal Financial Planning committee. Michael is a member of the Million Dollar Round Table and is part of the Top of the Table and Court of the Table. He is a member of the Estate Planning Council of Saint Louis and serves on the planned giving committees for the Archdiocese of Saint Louis, the American Red Cross Saint Louis Chapter, Barnes Jewish Hospital Foundation, Saint Louis Children's Hospital, Saint Louis Variety and the Missouri Botanical Garden. He holds a Bachelor of Science in Accounting and Investment Finance from the University of Southern California.
Michael and his wife Lyn live in Kirkwood, Missouri, and have three children. Back To Top ^^
Robert E. Strauss | Robert Strauss skillfully guides high net worth families, business owners, real estate developers and investors through the complex process of estate and wealth transfer planning. Rob approaches each client with a fresh perspective, conducting extensive discovery to discern their unique objectives, challenges and concerns. By considering a client's full array of needs, assets and goals, Rob develops creative and customized solutions that reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning. Rob's clients appreciate his interactive style, responsiveness, and ability to communicate complex structures in plain English, enabling them to make informed decisions.
Rob applies experience as a transactional attorney to advise owners of businesses and real estate regarding business succession plans and pre-liquidity event wealth transfer plans. Conversant in current business and real estate trends, Rob effectively considers external variables along with the client's business goals and personal needs to provide sound guidance.
A teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker, Rob is well-versed at communicating sophisticated estate planning concepts to a diverse audience. He enjoys the challenge of ensuring that everyone in the room, regardless of background, gains a visceral understanding of the topic. As a by-product of his teaching and speaking engagements, Rob remains ahead of trends in estate planning and tax law. Back To Top ^^
Michael F. Niemann, CPA | Michael Niemann is a partner in Newton One, LLC, and joined the firm in March 2010 as the President of our Midwest Region. He previously had been Executive Vice President of an M Financial Firm in Saint Louis. Prior to joining Newton One, he led the local Family Wealth Planning Practices for two accounting firms, Arthur Andersen and Brown Smith Wallace, where he served many of the region's largest family businesses, wealthiest families and top executives. Michael also was the National Director of Advanced Planning for The Northern Trust Company based in Chicago, Illinois, serving many of the trust company's most clients.Michael is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants where he serves on the tax committee. He also is a member of the Missouri Society of CPAs and has served on the Personal Financial Planning committee. Michael is a member of the Million Dollar Round Table and is part of the Top of the Table and Court of the Table. He is a member of the Estate Planning Council of Saint Louis and serves on the planned giving committees for the Archdiocese of Saint Louis, the American Red Cross Saint Louis Chapter, Barnes Jewish Hospital Foundation, Saint Louis Children's Hospital, Saint Louis Variety and the Missouri Botanical Garden. He holds a Bachelor of Science in Accounting and Investment Finance from the University of Southern California.
Michael and his wife Lyn live in Kirkwood, Missouri, and have three children. Back To Top ^^
Robert E. Strauss | Robert Strauss skillfully guides high net worth families, business owners, real estate developers and investors through the complex process of estate and wealth transfer planning. Rob approaches each client with a fresh perspective, conducting extensive discovery to discern their unique objectives, challenges and concerns. By considering a client's full array of needs, assets and goals, Rob develops creative and customized solutions that reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning. Rob's clients appreciate his interactive style, responsiveness, and ability to communicate complex structures in plain English, enabling them to make informed decisions.Rob applies experience as a transactional attorney to advise owners of businesses and real estate regarding business succession plans and pre-liquidity event wealth transfer plans. Conversant in current business and real estate trends, Rob effectively considers external variables along with the client's business goals and personal needs to provide sound guidance.
A teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker, Rob is well-versed at communicating sophisticated estate planning concepts to a diverse audience. He enjoys the challenge of ensuring that everyone in the room, regardless of background, gains a visceral understanding of the topic. As a by-product of his teaching and speaking engagements, Rob remains ahead of trends in estate planning and tax law. Back To Top ^^
| Registration Fees $20 (Member) | $30 (Non-Member) Part 7 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-6 of the series to attend this event. |
Parking Information
Valet Parking: $15
Valet Parking: $15
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
Chair:
Thomas Mahoney, CFA, CAIA
Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
Sponsored By:
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