You are invited to an exclusive webcast focused on tax strategies for 2013.
Join us as we present Robert S. Keebler, named by CPA Magazine as one of the Top 100 Most Influentional PRacticioners in the U.S.2013 Tax Strategies
With numerous changes to the tax code in 2013, it is as important as ever for individuals, business owners and families to plan for future generations. This course provides a comprehensive overview on several topics relevant to the tax environment in 2013. Topics to be covered are:3.8% Surtax on Net Investment IncomeBeginning with the 2013 tax year, the 3.8% Surtax on Net Investment Income (a provision within the Affordable Care Act) will apply to taxpayers with income over a certain threshold amountCreating “Tax Alpha”Tax strategies to increase overall portfolio returnTax Efficient InvestingAsset LocationDrawdown StrategiesTactical Tax StrategiesIncentive Based Tax PlanningRoth IRA ConversionsThis portion of the presentation considers the pros and cons of Roth IRA conversionsIncome Shifting StrategiesDirect ContributionsDonor Advised FundsCharitable TrustsCharitable Remainder TrustsCharitable Lead Trusts
Lunch will be provided.Receive up to two CFP/PACE, CLE, or CPE credits, application pendinghe National Underwriter Company 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. Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Stephen J. Bigge. EM 13-0258 DOFU 05/2014 672799
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