Plan now for 2013: Tax, Gift, and Estate Planning Tip - What to Do Before December 31 - AICPA Webinar - October 18, 2012  

    A Webinar Series: Proactive Planning in Preparation for 2013: Plan Now for 2013: Tax, Gift and Estate Planning Tips – What to Do Before December 31

    Date:  October 18, 2012 - 12:00-1:00 pm E.T.
    Duration: 1 hour
    Speakers: Lyle Benson, Ted Sarenski, and Scott Sprinkel
    Registration Information

    Webinar Presentation Recording (not available yet) | Presentation Materials

    This year presents an unprecedented opportunity for consumers to turn their focus to their personal financial plan (or lack thereof), including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, now is the opportune time to advantage of many financial planning avenues now to avoid missing crucial opportunities to protect your nest egg and increase your 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
    • More planning strategies gleaned from your tax return
    • A plan for you and your clients
    • The importance and the value of financial planning in achieving your life goals
    • This is a free, one-hour seminar. Continuing education credit is not being offered for this event.

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