It's 2011: What Happens Now? (PDF PPT ONLY)
Speakers: Jonathan M. Forster, Martin Kalb
Year: 2011
Body of Knowledge:
Leadership
Competence: Technical |
Level: Broad |
Session Rating: 4.61
This program will review important tax changes in what is certain to be another tumultuous year for tax and insurance advisors. The presenters will discuss the current status of the federal transfer tax system, the possibility and probability of future legislative changes, the impact of existing and new legislation on planning opportunities, and what strategies clients can implement now to stay ahead of the curve.