WEDU PBS to Host 8th Annual Estate and Tax Planning Continuing Education Seminar

TAMPA, Fla. - July 22, 2013 - PRLog -- The demands of running a successful financial services practice have never been greater. Investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must keep up to date on the latest changes in the law affecting estate and tax planning, along with fulfilling state requirements for continuing education and professional ethics.

On September 19th, in partnership with the Community Foundation of Tampa Bay, which is dedicated to building a better community through creative philanthropy, vision and leadership, WEDU PBS will host the Eighth Annual Estate and Tax Planning Seminar for Attorneys, CPA’s, CFP’s and Trust Officers. The seminar, with Bronson Thayer as honorary chair, will be held in WEDU’s Hough Family Foundation Studio and will include a full breakfast, three (3) hours of Continuing Education for the four professions and a one year subscription to Premiere, WEDU’s monthly magazine.

WEDU’s Eighth Annual Estate and Tax Planning Seminar presenters include; Daniel A. Smith, Cannon Financial Institute, who will discuss “Coming Shifts in Estate Planning;” Alan Gassman, Gassman Law Associates; his topic: “Asset Protection.” A moderated panel discussion on “Income Tax Reduction Strategies and 1041 Issues,” will include Paul Dunham, CBIZ Kirkland, Russ, Murphy & Tapp; R. Jay DeGeare, Bernstein Global Wealth Management; and Linda D. Hartley, Hill Ward & Henderson.

Tickets are $50 per person. More information is available at: wedu.org/CESeminar (http://www.wedu.org/ceseminar)