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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


A New Tax Code for a New Generation

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
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CLE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

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

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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

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CPC CE Credit Approvals

This program has been awarded up to: hours of CPC credit.

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary credit.

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ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

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CE Credits [For National Showings]†
ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

† New York Residents: To receive CE credit you must be present at the live broadcast.

Order Archive
A New Tax Code for a New Generation
Archive: $
Order Workbook
A New Tax Code for a New Generation
Workbook: $

National Broadcast Dates:

May 15, 2013 — 1:00 – 3:10 p.m. ET
May 16, 2013 — 10:00 a.m. – 12:10 pm. ET

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. The list of Chapters that have purchased this VTC is below. Consult your Chapter about its plans to present this program.

Participating Chapters

Program Overview

If you've been looking for some clarity about what to tell your clients amid all the talk of tax increases, spending cuts, sequestration, and the debt ceiling, you don't want to miss this teleconference. In the first hour our expert panel looks at the most significant parts of the tax law and how they changed the environment forever. In the second hour, panelists focus on specific issues within the tax law, such as: valuation discounting ; life insurance and IRS Section 101(j) compliance; Crummey Notices; decanting trust agreements; charitable trusts; an expected Supreme Court ruling on the constitutionality of the Defense of Marriage Act as it relates to tax filings; Social Security Survivor payments, and other federal benefits. Get the information you need to work in the new fiscal environment and to advise clients on how to keep their financial goals on track. The program concludes with a Q&A session.

Attendees will learn:

  • How the new tax law changes planning for 2013
  • How to make new tax strategies part of a comprehensive financial plan
  • Portability - planning with or without it: which is better for your client?
  • Decanting - like a fine wine, a finely crafted trust sometimes needs to be decanted of "trust sediment"
  • Why planning is more important than ever under the current fiscal uncertainty

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Moderator

Lynne F. Stebbins, JD, AEP, CLU, ChFC is senior vice president, advanced planning, with Marsh Private Client Solutions. Lynne provides exemplary analysis of and product solutions for clients' estate and business planning by working collaboratively with clients' advisors, MMC colleagues, and other financial professionals.

Panelists:

Terence B. Stanaland, JD, ChFC, CPA, is of counsel to the law firm Teague Rotenstreich Stanaland Fox & Holt, P.L.L.C. A frequent local and national lecturer and author on financial and tax topics, he regularly consults with insurance companies and brokerage houses on technical tax matters involving financial products and services.
Audrey Young, JD, LLM is the Washington national tax director for estate, gift and trust taxation for McGladrey, LLP. In 12 years of private legal practice Audrey represented executors, trustees and corporate fiduciaries in all aspects of estate administration, including probate court litigation, preparation of income and estate and gift tax returns, federal and state audits and intra-family negotiations.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org