Date: December 24th , 2025

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients present unique challenges and opportunities in tax planning. Their complex financial structures require sophisticated strategies that go beyond traditional compliance work.

This advanced CE course provides CPAs, EAs, and financial advisors with in-depth guidance on designing, implementing, and monitoring elite-level tax planning strategies. Through case studies, practical applications, and real-world insights, participants will explore donor advised funds, defined benefit and defined contribution plans, Section 179 applications for appreciated property, and compliance considerations under the Augusta Rule.

The program emphasizes both strategic optimization and compliance safeguards—helping professionals deliver exceptional client outcomes while mitigating firm and personal risk. You’ll also learn frameworks for client engagement, documentation standards, and ethical boundaries when applying advanced planning techniques within your advisory model.

Topics Covered:

• Donor Advised Funds (DAFs):
  Structure, compliance, and risk mitigation strategies for tax-efficient charitable giving.
• 412(e)(3) Defined Benefit Plans:
  Planning opportunities, funding limits, and case analysis for HNW clients.
• Section 179 Applications:
  Applying Section 179 expensing rules to appreciated property and evaluating its tax impact.
• Augusta Rule Compliance:
  Leveraging IRC Section 280A(g) for legitimate tax savings while maintaining compliance integrity.
• Combination DC/DB Plan Designs:
  Coordinating defined contribution and defined benefit plans to maximize retirement and tax benefits.

 Session Highlights

• Strategic Tax Planning Frameworks:
  Real-world approaches to integrating advanced tax tools into HNW client portfolios.
• Compliance & Risk Management:
  Identification of common pitfalls in aggressive tax structures and how to avoid them.
• Ethical & Documentation Best Practices:
  Guidance on maintaining compliance and professional standards when implementing complex strategies.
• Interactive Case Studies:
  Review of practical examples illustrating how to reduce client tax liabilities while enhancing advisory value.
• Firm-Level Impact:
  How offering advanced planning services can expand your firm’s value proposition and client retention.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Elan Becker
Founder, Enrolled Agent Concierge
Elan Becker is an Enrolled Agent admitted to practice before the IRS and the founder of Enrolled Agent Concierge, a boutique tax advisory practice known for white-glove service, responsiveness, and practical tax solutions. The firm guarantees a 48-hour client response time or the next month is free. With over a decade of experience in accounting, auditing, operations, and tax, Elan specializes in tax advisory, compliance, and resolution, guiding entrepreneurs and high-net-worth individuals through complex IRS codes to make tax work in their favor.
Elan’s approach emphasizes real-world strategies over academic theory, focusing on clarity and practical application in continuing education. His webinars help tax professionals stay up to date on regulatory trends and advanced tax strategies for high-net-worth clients.