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Advanced Personal Financial Planning Conference 2014


Update 2014: Advanced Income & Estate Tax Strategies for High Net Worth


Jan 21, 2014 11:20am ‐ Jan 21, 2014 12:35pm

Standard: $49.00

Description

While there is still a degree of uncertainty about the direction the tax system is going, there are many tax planning opportunities available for those who are willing to do some “out of the box” planning. If designed correctly and executed properly, the tax savings (income tax savings and/or estate tax savings) can be substantial. This seminar covers Financial and Estate Planning strategies for high net worth clients including:
• 3.8% Surtax on Net Investment Income
• Income Shifting Strategies
• Roth IRA Conversions
• Charitable Trusts

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

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