Advisor's Forum - Year-End Planning
Tuesday, November 6, 2012 from 12:30 PM to 2:00 PM (PST)
Join us for the next Advisor's Forum Webinar.
This program is free, approved for continuing education credits*, and is designed to help you learn how the advisor team can collaboratively and effectively plan for clients.
- Tax planning in an uncertain environment for 2012 and 2013
- Planning to capitalize on Section 179 and bonus depreciation
- Strategies to consider for possible expiration of many key provisions in the Code
- Impact of the Healthcare Act on planning
- Discuss how to take advantage of phased-out limitations on itemized deductions
- Gift giving strategies
- Why Roth IRA conversion should be considered for 2012
- Harvesting Gains in 2012
- Understanding the 3.8% Surtax
Speaker: Robert S. Keebler, CPA, MST, AEP
Lunch will be provided.
*1 CPE credit (NASBA Sponsor 108255 - live presentation only (Texas Board of Public Accountancy); 1 CLE credit (California Board of Legal Specialization); 1 CFP credit (CFP Board)
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. DOFU 10/2012 573321
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