Tom Tillery Speaking on Affordable Care Act: Tax, Business and Insurance Update

Tom Tillery will be speaking as part of a panel on the Affordable Care Act: Tax, Business and Insurance Update at The Georgia Society of CPA's The Tax Forum in Atlanta on Wednesday, November 6 and in Savannah on Thursday, December 5, 2013.
 
 
Tom Tillery 3x4 @72dpi
Tom Tillery 3x4 @72dpi
Oct. 30, 2013 - PRLog -- Tom Tillery, Vice President of Paraklete® Financial, Inc, will be participating in a panel discussion of the Affordable Care Act (ACA). The panel will involve an in depth discussion of the business and individual provisions of the ACA. Topics to be addressed are: possible changes to documents and policies by business; individual choices and what are these exchanges; effect of the two health bill taxes and AGI planning; what is the effect of DOMA on the offering of benefits by employers?

Paraklete® Financial, Inc. (PFI) is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of holistic financial planning into their practices.

Mr. Tillery has more than 30 years of experience in financial planning, insurance, investments, philanthropy and tax planning. Tom earned his master’s degree in Financial Services from The American College, and also holds a master’s degree in Christian Education from The Southern Baptist Theological Seminary. He holds the professional designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Chartered Retirement Planning Counselor (CRPC®).

Mr. Tillery is a member of AICPA (Non-CPA Associate), the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals and the Atlanta Estate Planning Council. Tom has been a long time provider of Continuing Education for attorneys, CPAs, CFP®s, and investment and insurance professionals.

Contact
Susan Tillery
***@parakletefinancial.com
678-290-3930
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Location:United States
Subject:Events
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