"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
Terence Stanaland, CPA, ChFC, of Teague, Rotenstreich, Stanaland, Fox & Holt and Terri Getman, JD, CLU, ChFC, AEP (Distinguished), Business Development Director for Diversified Brokerage Services will review significant tax law changes that are applicable for year-end 2013, including new income tax rates, capital gains rates, limitations on itemized deductions, the phase-out of personal exemptions, the ACA tax on investment income, the Medicare surtax on earned income, and taxes affected by the Defense of Marriage Act. In addition, the pair will discuss specific techniques, such as deferrals and deductions.
David Grau, Sr., JD, President of FP Transitions, will discuss methods financial professionals can use to address succession management. Designing and implementing a succession plan involves all of the stakeholders, including your spouse, key employees, CPA and attorney, and clients, especially those who should be doing the same thing. Grau will show planning that supports and serves the interests of all of the stakeholders and provides a transition method for ownership, leadership, and authority.
Congressional action/inaction on the looming automatic tax increases and sequestration could make life interesting for financial professionals and their clients. Terry Stanaland, JD, ChFC, CPA, with Teague, Rotenstreich, Stanaland, Fox & Holt, PLLC, and Terri Getman, JD, CLU, ChFC, AEP, Business Development Officer for Diversified Brokerage Services, will walk us through the implications.