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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Audio/Web Conference: Financial and Investment Planning after
Enactment of the American Taxpayer Relief Act of 2012

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

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The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Wednesday, 08/28/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get PACE and CPE credit.

Order Archive
Financial & Investment Planning after ATRA of 2012
Archive: $
Total: $
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Program Overview

This webinar covers financial and investment planning implications resulting from the enactment of the American Taxpayer Relief Act of 2012 and the 2013 implementation of various sections of the Affordable Care Act of 2010. Due to the income and estate tax changes in these acts, clients and advisors should reconsider traditional approaches to investment strategy, timing, and income-tax deferral when developing comprehensive financial plans for their clients. Tax diversification of client portfolios as well as asset positioning to minimize exposure to income taxation will be addressed. An overview of the important tax-related changes will be presented in the context of the strategy implications for clients and planners. In addition, relevant provisions of the President's Green Book (Budget) proposals will be discussed with particular emphasis on the planning impact of the proposals should they be adopted.

Attendees will Learn:

  • "High Income Taxpayer" Definitions
    • Affordable Care Act
    • American Taxpayer Relief Act of 2012
  • Income Tax Changes
    • Capital gains tax rates
    • Impact of the 3.8% Medicare surtax
    • Alternative Minimum Tax
    • Itemized deduction and personal exemption phaseout
    • Changes to in-plan Roth Conversions
    • Business planning changes
    • Health care changes
      • HSAs vs. Flexible Spending Accounts
      • Additional Medicare taxes
  • Estate, Gift, and Generation Skipping Transfer Tax Changes
    • Unification of transfer tax exemptions
    • Permanent extension of portability
    • Uniform transfer tax rate
    • Generation skipping transfer tax extensions and considerations
  • Budget Proposals (Green Book)
    • Retirement planning proposals
    • Grantor Trust proposals
  • New Mortality Assumptions
    • Impact on retirement investing
    • Impact on legacy planning
    • Longevity Insurance
  • Investment Related Strategies in Light of Tax Changes
    • Tax diversification
    • To defer or not to defer
    • Asset Positioning
      • Annuity contracts

Featured Speaker:

Thomas P. Langdon, JD, LL.M, CFA, CFP, CLU, is a professor of business law at the Gabelli School of Business, Roger Williams University, and an adjunct professor of taxation at Georgetown University. He is a principal in Langdon & Langdon Financial Services, LLC, a Connecticut-based tax planning and preparation firm, and is an attorney admitted to the Connecticut, Pennsylvania, and U.S. Tax Court Bar. Previously, Mr. Langdon held positions as professor of taxation at The American College, asset/liability manager for The Travelers Insurance Company Asset Management and Pension Services division, and student law clerk in The United States Federal District Court. A nationally recognized author and speaker, he has addressed many professional organizations. Mr. Langdon has written or co-authored several books and dozens of articles and has been widely quoted in the business press and has received various awards from the American Bar Association and the Certified Financial Planner Board of Standards for articles he has written.