Attention Attorneys, CPA’s, CFP’s, CTFA’s
The demands of running a successful financial services practice have never been greater. Investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must keep up to date on the latest changes in the law affecting tax and estate planning, along with fulfilling state requirements for continuing education and professional ethics.
To effectively address this need, WEDU in conjunction with the Community Foundation of Tampa Bay, has developed an annual continuing education seminar specifically designed to increase financial advisors’ knowledge of basic estate planning concepts and advanced planning strategies. In addition to helping you earn the important continuing education credits you need to keep your license current, this seminar will empower you with the estate planning knowledge necessary to gain a competitive advantage in today’s financial services marketplace.
This event was held Tuesday, September 25, 2012
7:30am – noon | WEDU Berkman Family Broadcast Center, Tampa
3hrs of continuing education credit**
“The Times They Are a-Changin’:
Planning in an Uncertain Environment”
As the year-end approaches, the window of opportunity narrows for effective planning – and flexibility becomes imperative. How will the future of estate planning be affected by the presidential election, possible tax regulation changes, and volatile economy? Come examine these issues with our experts. Learn best practices to address these issues and better assist your clients and non-profit agencies.
Join us as we welcome:
The Honorable Jim Davis
Holland & Knight, LLP, Washington D.C. and Tampa
“Process, Politics & Policy in Congress: Their Impact on Estate Planning”
Jim Davis served in the U.S. House of Representatives (1997-2007) and was a member of the Congressional Budget, Healthcare, International Relations and Energy and Commerce Committees. As a member of the Florida House of Representatives (1988-1996), Davis served as Majority Leader (1995-1996).
Katz Baskies, LLC, Boca Raton
“Using the $5 Million Gift Tax Exemption Before It Expires”
Katz Baskies was included in the 2012 “Top 100” of lawyers in Florida for the fourth consecutive year, and is recognized in the 2012 list of Florida Super Lawyers. U.S. News and World Report recognized Baskies in their “Best Lawyer” category, and Katz Baskies, LLC is listed in “Best Law Firms” (2012).
“Providing Meaningful Advice to Clients in Uncertain Times”
Moderator: Geoff Simon, Simon & Associates Wealth Management of Raymond James, Tampa, FL
Panelist: Jack W. Kirkland, Tax Lead Managing Director, CBIZ Kirkland, Russ, Murphy & Tapp
Panelist: Amelia M. Campbell, Shareholder, Fowler White Boggs Law Firm
*This purchase is non-tax deductible. Benefits received exceed ticket value.
**Three (3) hours of continuing education credit for Attorneys, CPAs, CFPs, CTFAs and Florida Insurance Professionals.