Fiscal Cliff Settlement: What CPAs Need to Know to Advise Individual Clients Webinar - Jan. 9 , 2013 


    Fiscal Cliff Settlement: What CPAs Need to Know to Advise Individual Clients
    Date: January 9, 2013
    Time: 1:00-2:45p.m. ET
    Speakers: Bob Keebler, CPA, MST, AEP and Mel Schwarz, CPA, JD

    As tax practitioners or personal financial planners, you expect frequent changes to the tax laws, but the implications for this year are significant and could have a substantial impact on the economy, leading you into one of the most challenging tax seasons yet. Whether the White House and Republicans reach an agreement on the estate and tax issues creating the fiscal cliff before year-end or if the decision made in the New Year taking retroactive effect, leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead through this in-depth web seminar discussing:

    • A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff
    • The impact on your clients and their estates, taxes, and financial plans
    • The ever increasing role of charitable lead and charitable remainder trusts
    • The impact of the 3.8% Medicare surtax coupled with other tax changes
    • Estate planning in 2013 and beyond
    • Top ten surviving income tax planning strategies
    • Whether Roth conversions are alive and well or a fiction of the past

    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 $111.25. The cost for AICPA members to attend and receive CPE credit is $89. The cost for PFP section members (inclusive of PFS credential holders) and Tax section members to attend and receive CPE credit is $64. 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.

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