Tom Tillery Webcast: Case Studies in Generation-Skipping Transfer Tax in Financial Planning

Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, January 30, 2015.
 
 
Tom Tillery
Tom Tillery
ATLANTA - Jan. 29, 2015 - PRLog -- Financial Planning Advocate, LLC was host to a Continuing Education event on Friday, January 30, 2015. Tom Tillery, Vice President of Paraklete® Financial, Inc. presented 'Case Studies in the Generation-Skipping Transfer Tax in the Personal Financial Planning Process.' The course provided one hour of CPE and CE.

The various types of Generation-Skipping Transfers will be illustrated through case studies in the personal financial planning process. The presentation will review the history of the Generation-Skipping Transfer Tax; illustrate the various types of "skips" through case studies; as well as, assess how these "skips" impact the personal financial planning process.

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Mr. Tillery has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals.

Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages!

Tom and his family reside in Kennesaw, Georgia.

Contact
Susan Tillery
***@parakletefinancial.com
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Tags:Tax, Personal Financial Planning, GSTT, Egtrra, Generation-Skipping
Industry:Accounting, Financial
Location:Atlanta - Georgia - United States
Subject:Events
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