Proactive Planning in Preparation for 2013 

Seminar recording | Presentation Materials | Capital Gains Harvesting Chart | Q&A

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.

In this web seminar, Lyle Benson, CPA/PFS, Ted Sarenski, CPA/PFS and Scott Sprinkle, CPA/PFS will walk you through:

• Looming tax changes scheduled for 2013 (income, estate and gift)
• The impact of the political environment, including the upcoming election and President Obama’s & Congressman Ryan’s budget proposals
• Planning opportunities to consider including income acceleration strategies, investment strategies and more
• Estate and gift planning, including document drafting considerations
• Making the most of planning insights that can be gathered from your client’s tax return
• Other issues to consider, including the new cost basis reporting rules
• Communicating the importance and the value of financial planning to your clients and getting paid for the knowledge provided