Audio/Web Conference: Financial and Investment Planning after
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get PACE and CPE credit.
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:
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.