November 20 Videoconference

November 20, 2013
11:00 AM to 2:30 PM
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Scott Conference Center
6450 Pine St.
Omaha, NE 68106

  Now That The Dust Has Settled: A Re-Look at Both the Tax Code and The Affordable Care Act… Where Are We Now?


  • Check-in starting at 11 a.m.
  • Lunch buffet line open from 11:15 to 12 Noon
  • Program from 12 Noon to 2:30 p.m.

This live broadcast will evaluate the effects of eleven months under the new tax code and the Affordable Care Act. Our panel identifies which planning tools have emerged as the best ones using the concept of portability as well as alternative tax-efficient techniques. Specific issues covered include: portability - what it means and what it doesn’t do; alternatives to using portability (GST planning, grantor trusts, others); estates where, because of size, portability is not the only answer; decanting statutes as a state-by-state issue and what to do in states where there are no decanting statues; and use of large cash values in older polices to fund long-term care insurance.

With reference to the Affordable Care Act, we take an in-depth look at exchanges, specifically: states that have adopted federal exchange guidelines; states using state-specific guidelines; states that have not adopted guidelines; hybrid exchanges not prescribed by the law but acceptable under it (Partnership Exchanges, Split Exchanges, and Shop Exchanges – what they are, who is creating them, and what is different about them). The panel also considers the effects of the Affordable Care Act on Medicare/Medicaid and the impact of a two-year postponement of the employer mandate. 

This program will provide two hours of Continuing Education Credit for Nebraska and Iowa Insurance, CFP, CPE (accounting), CLE (Legal) and PACE, pending approvals.

You will learn:

  • What portability does and does not do and he need for planning even if no tax is due
  • Alternatives to using portability in planning with appreciating assets
  • Decanting in states where statues exists and where they do not exist
  • Choices between federal and state exchanges and what these mean for employers, employees, and consumers
  • Effects of the Affordable Care Act on Medicare/Medicaid

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

The distinguished panel includes:

Moderator: Richard M. Weber, MBA, CLU®, AEP® (Distinguished) 

Panelists: James Aussem, JD, AEP; James M. Frank, JD, LL.M; Gerald Frye, CLU, ChFC, RHU, REBC, CASL; and Gayle C. Holcom, CLU, ChFC, FLMI

To see more information about the panelists, click here.

Register today for this live program! Click the "Register Now" button to sign-up online -- OR you can register by replying to this message or calling Chapter Executive Joe Pittman at 402-397-0280.  


$0.00 Omaha Society of FSP Members

$25.00 NAIFA - NAHU - "Big I" Members

$50.00 Non-Members