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Proactive Planning in Preparation for 2013 Post –Election: Now What? How CPA Financial Planners Can Advise Their Clients


Nov 14, 2012 1:30pm ‐ Nov 14, 2012 2:45pm


Credits: None available.

Description

This year presents an unprecedented opportunity for you to differentiate your firm, differentiate your services and show that you provide significant value to your clients by having all of their financial planning needs in mind, including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth.
With the election behind us and less than 2 months to trigger planning strategies prior to year end, hear how leading practitioners are advising their clients for the remainder of the year given the current political climate and potential changes to the income and estate tax laws.

PFP section members (inclusive of PFS credential holders) and Tax section members may attend this seminar for free without receiving CPE credit. The cost for non-AICPA members to attend and receive CPE credit is $93.75. The cost for AICPA members to attend and receive CPE credit is $75. The cost for PFP section members (inclusive of PFS credential holders) and Tax section members to attend and receive CPE credit is $60. CPE credit will be available for purchase as late as two weeks after the event. To receive your section and/or AICPA member discount, you will need to log in with your AICPA/CPA2Biz username and password when you make your purchase; your discount will be applied upon checkout. Link to purchase will be available in future emails.

Speaker(s):

  • Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income

Credits

Credits: None available.

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