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Follow on Google News | Tom Tillery Webcast: Case Studies in Generation-Skipping Transfer Tax in Financial PlanningTom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, January 30, 2015.
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. End
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