Not Your Typical Tax Reform Update

Presenter: William Vasil

This session will utilize case studies and examples to highlight new tax planning opportunities and strategies. Topics that will be covered include the following:

• New business deduction for pass-through entities and sole proprietors including case study examples
• Corporate tax reform and how that may determine entity choice going forward
• AMT changes including case study examples
• Itemized deduction planning opportunities
• IRA recharacterization change
• Depreciation changes for asset purchases
• Entertainment deduction change
• ACA mandate repeal
• New Tax brackets
• Kiddie tax changes
• Tax credit changes
• State and local tax limits
• Personal exemption and standard deduction changes
• Alimony deduction change
• New mortgage limits
• Medical expense limitations
• Student debt
• Estate tax changes
• Net operating loss and excess loss limitations

Pending Approval for 1hr CE for CFP, Ohio and Kentucky Insurance

Cincinnati Chapter Meeting

Machine Learning in Investment Management

Presenter: Rick Roche, CAIA

AI. Black Box. Learner algorithms. Model decay. Quant-amental. Man/machine mix. Learn about the science and art of machine learning in the equity markets. Machine Learning in Equity Market Investing is an insider's look into the opaque world of quantitative investing and application of machine learning in equity investing.

The presenter will separate fact from fiction and hype from reality. Learn how asset managers are deploying learner algorithms and advanced statistical modeling to classify and monetize varied and differentiated sources of potential alpha. Although quants have not taken over Wall Street (not yet, anyway), the audience will be surprised to hear just how widespread automated trading systems (ATS) and algorithmic investing are being deployed in today's equity markets.

The presenter reveals some of the largest practitioners of quantitative investment management and emerging players in the quant investing space. Increasingly, asset managers are combining human and machine intelligence in the investment decision-making process. There's a virtual arms race fueled by 500+ alternative data set and tech vendors frantically hiring data scientists, computer engineers and math PhDs. No previous experience required!

Click here for Rick Roche's bio.

Approved for 1hr CE for CFP

State Level

State Advocacy Days help you connect with your local legislators and regulators to build important relationships that help influence the right people. FPA Advocacy seeks to advance and protect your profession by proactively seeking out those who vote on issues that affect your profession. Please join members of the FPASWO's board for the  Ohio State Advocacy day on Wednesday, May 23rd, in Columbus, Ohio. For more information please email John Dougherty at john@dougherty-associates.com .

Federal Level
Federal Advocacy Days  are an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about our profession while displaying FPA's strength as the association for all CFP® professionals. This year's 5th Annual FPA Advocacy Day takes place on  Wednesday and Thursday, June 6-7th in Washington, D.C.  Click here to learn more about how you can advocate in D.C. with fellow FPA Members.

Please join us in congratulating these valued members for reaching these milestones in their membership!