Join us for the next Advisor's Forum Webinar.
This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.
Presenter: Stephen J. Bigge, CPA, CSEP
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.
During this webinar, we will cover the following topics:
- The Income Shifting Family Non-Grantor Trust
- The Income Shifting Charitable Remainder Trust for Children and Grandchildren
- Using PLR 2013 10002 to shift income and reduce state income taxes
- Common and preferred Family Limited Partnerships to shift income
- EBST vs. QSST Elections
- Trust Distribution Planning under ATRA and the 3.8% Surtax on Net Investment Income
Lunch will be provided.
*One Certified Financial Planner (CFP) credit has been awarded. Other available credits also include one CPE credit (NASBA Sponsor 108255 - live presentation only; Texas Board of Public Accountancy Sponsor 9610) and one CLE credit (California Board of Legal Specialization)
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