A New Tax Code for a New Generation

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.

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