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November 20 - 2 Hours CE - "Now That the Dust has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act... Where Are We Now?"

San Antonio Chapter, Society of Financial Service Professionals

Tuesday, November 19, 2013 at 11:10 PM - Wednesday, November 20, 2013 at 2:10 AM (PST)

November 20 - 2 Hours CE - "Now That the Dust has...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Boxed lunch and Program Workbook Ended $30.00 $2.64
Boxed lunch only Ended $20.00 $2.09

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Event Details

This program evaluates the effects of eleven months under the new tax code and the Affordable Care Act. Discover which planning tools have emerged as the best ones using the concept of portability as well as alternative tax-efficient techniques. Issues covered include: portability - what it means and what it doesn't do; alternatives to using portability (GST planning, grantor trusts, others); decanting statutes as a state-by-state issue and what to do in states where there are no decanting statutes; and more. With reference to the Affordable Care Act, we look at states that: have  adopted federal exchange guidelines; use state-specific guidelines; have not adopted guidelines; hybrid exchanges not prescribed by the law but acceptable under it (Partnership Exchanges, Split Exchanges, and Shop Exchanges - what they are, who is creating them, and what is different about them). The panel also considers the effects of the Affordable Care Act on Medicare/Medicaid and the impact of a two year postponement of the employer mandate.

Attendees will learn:
■ What portability does and does not do and he need for
planning even if no tax is due
■ Alternatives to portability in planning with appreciating assets
■ Decanting in states where statutes do and do not exist
■ Choices between federal and state exchanges and what these
mean for employers, employees, and consumers
■ Effects of the Affordable Care Act on Medicare/Medicaid
  
Who Should Attend:
Estate planners, financial planners, investment
advisors, insurance producers, and retirement counselors.
Have questions about November 20 - 2 Hours CE - "Now That the Dust has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act... Where Are We Now?"? Contact San Antonio Chapter, Society of Financial Service Professionals

When & Where


New York Life offices
8000 Interstate Highway 10
San Antonio, TX 78230

Tuesday, November 19, 2013 at 11:10 PM - Wednesday, November 20, 2013 at 2:10 AM (PST)


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Organizer

San Antonio Chapter, Society of Financial Service Professionals

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