Advisor's Forum - Estate & Income Tax Law Update

Orlando, FL

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Event Details

Join us for the next Advisor's Forum Webinar.

This program is free, without obligation, and is approved for one continuing education credit*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.

Estate & Income Tax Law Update

As 2012 ends and 2013 gets underway, many changes will take effect with regards to Estate and Income Tax Law. With the changes resulting from the “Fiscal Cliff,” we’ll go over everything that has changed with the beginning of the 2013 tax year. During this seminar, we will discuss the following topics:

• “Fiscal Cliff” and its resolution
  - Tax Rates
  - Itemized Deduction
  - Capital gain & Dividend tax rates
• Portability issues
• Estate planning opportunities in 2013
  - Lifetime gifting
  - Grantor Retained Annuity Trusts (GRATs)
  - Dynasty trusts
  - Intentionally Defective Grantor Trusts (IDGTs)
  - Installment sales
  - Self-Canceling Installment Notes (SCINs)
• Potential future legislation

Speaker: Robert S. Keebler, CPA, MST, AEP

Lunch will be provided.

This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.

*One Certified Financial Planner (CFP) credit has been awarded. Outlines will be available for application of Certified Trust and Financial Advisor (CTFA) credit and Continuing Legal Education (CLE) credit.

Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. EM 13-0258 DOFU 01/2013 606647