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Tom Tillery Webcast: Generation-Skipping Transfer Tax in the Personal Financial Planning Process
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, December 5, 2014.
Topics addressed were: the history of the Generation-Skipping Transfer Tax, as well as how the various changes within its structure affect the personal financial planning process; the various types of 'skips;' the implications of EGTRRA and 'indirect skips' as well as a review of the various strategies in 'preserving portability.'
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.