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Tax Planning Concerns Regarding Tax Deferred Exchanges of Property and Taxation of Life Insurance

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We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).
 
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Thursday, January 9, 2020
9:30 AM - 12:00 PM

Location

Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
 



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Agenda

 


Al Kingan, JD, LLM, CLU, ChFC
Estate and Business Planning/Advanced Sales Lead
MassMutual

Gary Callahan
Vice President
Inland Securities Corporation

Jan 9 2020 10:00AM


Tax Deferred Exchanges of Property and Taxation of Life Insurance


Participants will come away with a better understanding regarding tax planning issues surrounding 1. the ownership and transfer of life insurance and issues and 2. Tax free exchanges of other property under IRC 1031. Discussion will help drive reexamination of the list of important planning concerns that should be addressed for the clients.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
Jan 9, 2020 Tax Deferred Exchanges of Property and Taxation of Life Insurance Al Kingan, JD, LLM, CLU, ChFC Gary Callahan 10:00 A 2.00 2.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00