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FSP Pittsburgh Presents
Now That the Dust Has Settled: A Re-Look at Both the Tax Code
and the Affordable Care Act…Where Are We Now?
Wednesday, November 20, 2013
12:30 PM Registration
1 - 3:10 PM Live Video Presentation
New York Life Offices
225 West Station Square Drive, Suite 640
(Enter the mall at Station Square and take elevator to 6th floor.)
Register to Attend Here!
2 CE for CFP, PA Insurance, PACE, CLE, CPE and ICB Program
This program evaluates the effects of eleven months under the new tax code and the Affordable Care Act. Our panel identifies which planning tools have emerged as the best ones using the concept of portability as well as alternative tax-efficient techniques. Specific issues covered include: portability - what it means and what it doesn't do; alternatives to using portability (GST planning, grantor trusts, others); estates where, because of size, portability is not the only answer; decanting statutes as a state-by-state issue and what to do in states where there are no decanting statues; and use of large cash values in older polices to fund long-term care insurance. With reference to the Affordable Care Act, we take an in-depth look at exchanges, specifically: states that have adopted federal exchange guidelines; states using state-specific guidelines; states that have not adopted guidelines; hybrid exchanges not prescribed by the law but acceptable under it (Partnership Exchanges, Split Exchanges, and Shop Exchanges â€“ what they are, who is creating them, and what is different about them). The panel also considers the effects of the Affordable Care Act on Medicare/Medicaid and the impact of a two-year postponement of the employer mandate.
Attendees will learn:
• What portability does and does not do and the need for planning even if no tax is due
• Alternatives to using portability in planning with appreciating assets
• Decanting in states where statutes exist and where they do not exist
• Choices between federal and state exchanges and what these mean for employers, employees, and consumers
• Effects of the Affordable Care Act on Medicare/Medicaid
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
More details and presenter bios are at this link http://www.financialpro.org/public/VTC_112013.cfm
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For more information about the Pittsburgh Chapter of the Society of FSP and the latest updates on our events, please contact Ann W. McKenna, Chapter Executive, at (412) 655-4447 or e-mail AnnMcKenna@PittsburghSFSP.org.