About Lunch/Brunch Conversations
Lunch/Brunch Conversations are free (normal phone charges apply) Members Only events.
A Lunch/Brunch Conversation is an open discussion among participants and a main speaker; it is not a formal presentation. FSP members who would like to participate in the event register to either "Talk & Listen" or to "Listen Only."
If you register to "talk and listen"… you can voice an opinion about the topic in discussion, ask a question, offer an observation, or just listen. Your active participation in the call is a way to tailor the event to your needs, and we encourage you to join in freely.
If you register to "listen only"…you will not be able to enter the conversation but only listen to what others are saying.
Lunch/Brunch Conversations are scheduled whenever issues arise that impact practitioners and their clients. Each one lasts approximately 45 minutes, from (typically) 1:00-1:45 pm Eastern Time and focuses on a specific Professional Interest Section.
When you register, you will receive an email with the phone number to call and an access code that allows you to participate in the event.
Year-End Tax Planning: Review of Changes for 2013Register Online
Tuesday, 12/3/13 -
1:00 p.m. ET
Terence Stanaland, JD, 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.
Terry Stanaland is a frequent lecturer and author on financial and tax topics. He regularly consults with insurance companies and brokerage houses on technical tax matters involving financial products and services.
Terri Getman is Chair of the FSP Estate Planning Section and a former board member of the Society of Financial Service Professionals and has spoken at numerous Society educational events. She holds leadership positions in several professional organizations within the insurance industry and has been a frequent speaker at national meetings on advanced insurance topics.