Advisor's Forum - Year-End Planning

Orlando, FL

Bummer! Sales have ended.

Unfortunately, tickets for this event are no longer on sale.

View upcoming events Create an event

Event Details

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.

Year-End Planning

  • 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.

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.

*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