Transcription of Advisor Webinar Series - The Blum Firm
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Advisor Webinar Series - The Blum Firm
Using Life Insurance for Basis Step-Up and Estate Tax Savings presented by Marvin Blum Webinar Flyer with Log-in Information 2015 Advisor Webinar Series Save the Dates Flyer For Accountants Seeking CPE Credit: Instructions and Forms .. 1 PowerPoint Presentation .. 4 Advisor Webinar Series January 21, 2015 Wednesday, January 21, 2015 This presentation could be called, How to Have Your Cake and Eat It Too. Your client has appreciated assets and a taxable estate. Traditional planning may save estate tax, but the tax savings will be at the cost of the basis step-up for the appreciated assets. A carefully structured life insurance product can help your client save estate tax AND retain a step-up in basis. Find out how. Click this URL to attend the Webinar : Dial this number to listen to the Webinar : 1-888-517-2464 Confirmation Code: 8721843If you have a site monitor at your viewing location and you pre-register to attend, you can earn CPE credit in the category Taxes for attending this Webinar .
“Using Life Insurance for Basis Step-Up and Estate Tax Savings” presented by Marvin Blum Webinar Flyer with Log-in Information 2015 Advisor Webinar Series Save the Dates Flyer
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