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We will have Dick Kait, JD, LLM, CLU, ChFC who is Vice President for Protective Life's Advanced Sales, leading the carrier's efforts in the large case market. Dick joined Protective in 2008, with 25+ years combined experience in tax and business planning, estate planning, and related litigation.
Topic:The Fiscal Cliff and Buy-Sell Agreements: . Dick will address the recently enacted American Taxpayers Relief Act of 2012, and share his insights on how the new taxes may impact your clients' business continuation plans. Many business owners and professional are quite anxious about the threat of rising income taxes. So now is the perfect time for advisors who are interested in developing effective presentations for clients who are owners of small businesses, professional firms, and farm operations. Dick will focus on buy-sell agreements-and address how the new tax rules will influence how you identify the planning needs and the solutions for these important clients.
When: Wednesday, February 13, 2013
Where: The Standard Country Club 8208 Standard Club Lane Louisville, KY 40241-2613
Registration: 11:45-12:00
Meeting and Lunch: 12:00-1:00 PM
Meet and greet with the presenter immediately following the meeting.
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