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Changes In The Tax Law : SFSP Breakfast Series

Society of Financial Service Professionals - Milwaukee Chapter

Thursday, January 10, 2013 from 7:30 AM to 10:00 AM (CST)

Brookfield, WI

Changes In The Tax Law : SFSP Breakfast Series

Registration Information

Registration Type Sales End Price Fee Quantity
SFSP/NAIFA/FPA Member Ended $25.00 $0.00
Non-Member Ended $35.00 $0.00

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Event Details

Changes in the Tax Law

Mark W. Miller, CPA – Kolb+Co.
Mark A. Shiller, JD, AEP – Godfrey and Kahn, SC
Paul T. Tourville, CMFC, CASL – Next Level Planning & Wealth Management

2 Continuing Education Credits (Insurance, Legal and CFP) Applied For

Hot Plated Breakfast: 7:30 AM

Presentation: 8:00 AM – 10:00 AM

As a result of the recent election, we have a government in place that will be seeking to implement its policy through changes in the tax law. We have a current tax law that is scheduled to expire, with detrimental effects to taxpayers on December 31, 2012. The combination of these two “forces” mean that by January, we will either have a new tax law or we will have the structure of a new tax law that is being discussed in Washington. What are these professionals doing to help their clients plan for and thrive under these changes? Bring your own tax questions for the panel! Some of the questions include:

  • What investment changes should be made?
  • Do my estate planning documents need to be updated?
  • Should I change the form that my business operates?
  • What should be expected regarding the gift tax going forward?
  • Should business owners structure their affairs differently?
  • Should existing trusts invest differently?

Location:
Westmoor Country Club
400 South Moorland Road
Brookfield, WI 53005

NOTE: No refunds 2 days prior to the program date; requests for refunds prior to that date will be subject to a $10.00 processing fee. CE credit will not be processed until payment is received

 
Have questions about Changes In The Tax Law : SFSP Breakfast Series? Contact Society of Financial Service Professionals - Milwaukee Chapter
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When & Where


Westmoor Country Club
400 S Moorland Rd
Brookfield, WI 53005

Thursday, January 10, 2013 from 7:30 AM to 10:00 AM (CST)


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Organizer

Society of Financial Service Professionals - Milwaukee Chapter

For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.

With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.

Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.

Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.

If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.

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