Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
May 2, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

May 2, 2019 – What’s Old is New Again – Insurance Planning Under the New Tax Law; Presented by Trey Fairman, JD, LL.M and Cody Parks, Esq.

Change creates opportunity.  With increased exemptions, income tax planning is now the focus for many.  Private placement products are gaining a much needed foothold in the supplemental income market.  Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance.  Learn what strategies may be the right move in today’s tax environment.