Financial & Retirement Planning Conference – Webcast

Beth Moffett started her career in 1996 in the Health Insurance industry working with Pacificare Secure Horizons -- working solely on the Medicare line. In her first year she realized this was the path for her career -- helping people understand their medical insurance with patients and care. After some time, she moved departments and handled more of the members troubleshooting. It was here that she developed relationships with both Medicare in Seattle and Social Security office employees locally. When Pacificare Secure Horizons moved their offices to California, she took a short break to work with high school students, placing them in internships and job shadows. Today, she has been working with individuals and families for over 12 years and she is here to stay.

Beth says working with individuals to find the exact plan to meet their needs is very rewarding. She believes in taking care of her clients full circle -- she walks them through the process with compassion and sensitivity as she knows this can be a confusing, hard, and often scary time for most as it involves their health and their pocketbooks. Beth stands firmly behind wanting what is best for her clients over all else. The majority of her clients are throughout Oregon, Washington, and California, but thanks to referrals she has clients all over the US.

(8/10/20)

Rob Greenman, Chief Growth Officer, Vista Capital Partners

Rob Greenman is the Chief Growth Officer at Vista Capital Partners, a registered investment advisory firm in Portland, OR that manages over $2B of assets for high-net-worth individuals. He is a proud CFP(R) certificate holder and is the past president of the local Financial Planning Association. When he’s not helping to ensure clients optimize their after-tax returns, he can be found exploring Oregon’s beauty with his wife and two daughters. Trail running, tenkara fly fishing, and being an avid Trail Blazers fan round out the rest of his diversified life portfolio.

(5/7/21)

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)