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Business Planning after Tax Cuts and Jobs Act (Chapter Hosted Webinar)

April 25 @ 9:00 am - 10:00 am

Program Overview

This seminar will focus on the business tax provisions in the Tax Cuts and Jobs Act (TCJA).  Emphasis will be placed on how the lower corporate rates are advantageous to business-owned life insurance.  Also the new “pass-through” rules, among the most complex tax provisions ever devised, will be explained in detail.  The life insurance opportunities afforded by the new tax act will be fully discussed.  Emphasis will be on the new sales opportunities afforded by split-dollar and nonqualified deferred-compensation plans.  Using business dollars to leverage personally owned life insurance will also be fully discussed.

 

Attendees will learn:

  • Details of how the TCJA changes C corporation and “pass-through” entity taxation
  • How to maximize the use of business dollars to purchase life insurance that solves personal needs
  • Key enhanced fringe benefits using life insurance: split-dollar and nonqualified deferred-compensation plans.

 

Featured Speaker:

Tom Coomito, JD, LLM, CLU, ChFC, AEP is director of sales concepts in Lincoln Financial Distributors’ Advanced Sales Group.  He has 40 years’ experience in advanced sales, life insurance products, and life insurance marketing.  Tom is an associate editor of the Journal of Financial Service Professionals and is an author of two books and numerous articles on tax and financial planning.

 

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for.

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar.

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
April 25
Time:
9:00 am - 10:00 am
Event Categories:
,

Organizer

SIlicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
777 North First Street, Suite 615
San Jose, 95112
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