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.
*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
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