The Fort Worth Chapter
of the Society FSP
Fort Worth Chapter Society of FSP May VTC
A New Tax Code for a New Generation
Please join us on May 15th at Travis Wolff for the Society of FSP's National VTC.
Thursday May 16, 2013 from 9:00 AM to 11:15 AM CDT
Olin Ragsdale's Office / 9th FLOOR Conference Room
1701 River Run
River Plaza Office Tower
Fort Worth, TX 76107
Includes CE, breakfast & workbook
$25.00 Guests Includes CE, breakfast & workbook.
Continuing Education Credit for National Broadcast Dates: This program has been approved for 2 hours of CE credit in: CE, CLE, CPE, CFP® and PACE.
If you've been looking for some clarity about what to tell your clients amid all the talk of tax increases, spending cuts, sequestration, and the debt ceiling, you don't want to miss this teleconference. In the first hour our expert panel looks at the most significant parts of the tax law and how they changed the environment forever. In the second hour, panelists focus on specific issues within the tax law, such as: valuation discounting ; life insurance and IRS Section 101(j) compliance; Crummey Notices; decanting trust agreements; charitable trusts; an expected Supreme Court ruling on the constitutionality of the Defense of Marriage Act as it relates to tax filings; Social Security Survivor payments, and other federal benefits. Get the information you need to work in the new fiscal environment and to advise clients on how to keep their financial goals on track. The program concludes with a Q&A session.
Attendees will learn:
How the new tax law changes planning for 2013
How to make new tax strategies part of a comprehensive financial plan
Portability - planning with or without it: which is better for your client?
Decanting - like a fine wine, a finely crafted trust sometimes needs to be decanted of "trust sediment"
Why planning is more important than ever under the current fiscal uncertainty
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
For more information or to register please contact:
Fort Worth Chapter, Society of FSP
TO REGISTER PLEASE CLICK THIS LINK:
For more information please contact:
1701 River Run Road
Fr. Worth TX 76107
Patricia M Pattison
Society of FSP, Fort Worth
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