You are invited to an exclusive webcast focused on tax strategies for 2013.
Join us as we present Robert S. Keebler, named by CPA Magazine as one of the Top 100 Most Influentional PRacticioners in the U.S.
2013 Tax Strategies
With numerous changes to the tax code in 2013, it is as important as ever for individuals, business owners and families to plan for future generations. This course provides a comprehensive overview on several topics relevant to the tax environment in 2013. Topics to be covered are:
3.8% Surtax on Net Investment Income
- Beginning with the 2013 tax year, the 3.8% Surtax on Net Investment Income (a provision within the Affordable Care Act) will apply to taxpayers with income over a certain threshold amount
Creating “Tax Alpha”
- Tax strategies to increase overall portfolio return
Tax Efficient Investing
- Asset Location
- Drawdown Strategies
- Tactical Tax Strategies
- Incentive Based Tax Planning
Roth IRA Conversions
- This portion of the presentation considers the pros and cons of Roth IRA conversions
Income Shifting Strategies
- Direct Contributions
- Donor Advised Funds
- Charitable Trusts
Charitable Remainder Trusts
Charitable Lead Trusts
Lunch will be provided.
Receive up to two CFP/PACE, CLE, or CPE credits, application pending
he National Underwriter Company 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: www.learningmarket.org.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Stephen J. Bigge. EM 13-0258 DOFU 05/2014 672799
When & Where
Evershore Financial Group
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.
Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318