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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Audio/Web Conference: Charitable Planning after ATRA – New Planning Ideas for 2014

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

District of Columbia
North Carolina
North Dakota
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Puerto Rico
Rhode Island
South Carolina
South Dakota
West Virginia

There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Video Archive Level CE Credits
Wednesday, 10/16/13
12:00 noon – 1:00 p.m. ET
Access Archive Video Intermediate CLE*: 1 hr
CLE Course Approvals
[Password provided in your registration email]

*You must participate in the live event to get CLE credit. Click here for applicable MCLE approvals.

Co-produced with the
American Cancer Society

Program Overview

This webinar will examine the effects of the American Taxpayer Relief Act on charitable giving planning and what new strategies can be used to achieve clients' charitable planning goals. The program will focus on these main areas: Lifetime vs. Testamentary Gifts; Tailoring Gifts and Bequests to Meet Client-Specific Goals; Gifts of Unusual Assets (patents, copyrights, insurance and fractional interests in art); and Charitable Planning for the Closely Held Business. There will be a live audience question and answer session at the end of the program.

Attendees will:

  • Learn how ATRA changed the dynamic of charitable giving to favor lifetime over testamentary gifts for most clients
  • Review the new estate tax rules
  • Learn how to identify client motivations for giving
  • Discover how unusual assets differ from more traditional ones, how they are taxed, and passed from deceased to heir
  • Understand the tax benefits of using a charitable strategy when transferring a business

    Featured Speakers:

    Richard M. Weber, MBA, CLU®, AEP® (Distinguished) (moderator) was the 2012-2013 President of the Society of Financial Service Professionals.  A 46-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his most recent research, Life Insurance as an Asset Class , co-authored with Christopher Hause , received the 2008 Academy of Financial Services "Best Paper" award.  Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has been honored with the Society's Kenneth Black, Jr. Leadership Award.

    Lawrence P. Katzenstein, J.D., is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at charitable organizations nationwide. He has provided continuing legal education programs to Internal Revenue Service estate and gift tax attorneys.

    Martin Shenkman, J.D., is a widely quoted expert on tax matters. His practice focuses on the areas of estate planning, tax planning, closely held business taxation, business transactions, and estate administration.  He has published thirty-four books and more than seven hundred articles.


    Program Archive

    This program will be archived and accessible online about a week after the live event and will include both the audio portion and PowerPoint slides. All members will have access to the archived program.

    How Audio/Web Conferences Work

    All you need to participate in an audio/web conference is a computer with internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the web presentation, you have the option to listen only over the phone.

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