BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20131111T164500Z DTEND:20131115T180000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:CPA-CPE Free Lunch & Learn Seminars DESCRIPTION:Rod Skaf cordially invites you to attend \n\n\n\nCPA-CPE Lunch & Learn Seminars\n\nEarn Up to 5 CPE Credit Hours!\n\n\n\nNovember 11-15\, 2013\n\n\n\n5600 Blazer Parkway\, Suite 100\n\nDublin\, OH 43017\n\n614-726-3726\n\n\n\nLevel: Basic CPE Credits Awarded: 1 Each Instructional Method: Group Live Prerequisite: None Advance Preparation: None Cost: Free\n\nAttend One or All\n\n\n\nMetLife Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA)\, as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, Sponsors through its website: www.learningmarket.org\n\n\n\nMonday 11/11/2013:\n\nMaking Sense of Split Dollar Life Insurance Arrangements\n\nContent: We will review Split Dollar Life Insurance arrangements that are designed to provide for a sharing of the costs and benefits of a life insurance policy. You will discuss the tax advantages and disadvantages of these types of plans. Recent changes in the form of detailed IRS Regulations will be covered in detail.\n\nLearning Objectives: Upon completion of the course\, you will:\n\n Understand the concept of using split dollar methods\n\n Have heard discussions of pass through entities and how they impact S corporations\, partnerships and limited liability companies\n\n Be able to explain the loan regime and the economic benefit regime\n\n Discussed the tax regulations under Notice 2002-8\n\n\n\n\n\nTuesday 11/12/2013:\n\nMaking Sense of the Tax Rules Affecting Annuity Contracts\n\nContent: Focuses on income and estate tax issues that impact your clients and their beneficiaries. We will discuss taxation planning that should be done in pre and post-death planning.\n\nLearning Objectives: This course reviews the tax rules that affect annuity contracts. Upon completion of this session\, you will be able to:\n\n Define the various types of annuity contracts\n\n Know the tax issues as they relate to the specific types of annuities\n\n Share with clients what you have learned\n\n\n\n\n\nWednesday 11/13/2013:\n\nRoth IRA Conversions\n\nContent: This course will examine the factors clients should consider as they decide whether or not to convert traditional IRAs to a Roth IRAs. The presentation will review the rules that apply to Roth IRA contributions and conversions\, discuss the advantages and disadvantages to the Roth IRA as a planning tool.\n\nLearning Objectives: You will learn about converting a traditional IRA to a Roth IRA. After completing this course\, you will be able:\n\n To discuss the benefits and costs of converting a Traditional IRA to a Roth IRA.\n\n To examine the critical factors to consider in deciding whether or not to convert a Traditional IRA to a Roth IRA.\n\n To develop an analytical framework that will help you assist your clients in making an informed decision\n\n\n\n\n\nThursday 11/14/2013:\n\nESOPs and Your Practice\n\nContent: This course is designed to educate participants on the concept of Employee Stock Ownership Plan (ESOP) and the benefits to their use. We will discuss the entire process of establishing an ESOP\, determining its use and the legal rules associated with this type of plan design.\n\nLearning Objectives: At completion of this course\, you will be able to:\n\n Define what an ESOP is\n\n Explain the use of an ESOP as a business succession planning technique\n\n Differentiate an ESOP from other qualified plans\n\n Associate the legal and tax ramifications of ESOPs to your practice\n\n\n\n\n\nFriday 11/15/2013:\n\nDebrief and Opportunities from The American Taxpayer Relief Act of 2012\n\nContent: This course provides a selective overview of some important provisions of The American Taxpayer Relief Act of 2012 (ATRA)\, what it did and what it didn't do. The law has added a measure of permanency to some rates and exemptions. In addition\, the course describes the opportunities created by the new law that will help clients grow and protect their income and wealth\, both for themselves and their family.\n\nLearning Objectives: This course is designed to help familiarize you with opportunities that the new tax law created for clients. Upon completion you will:\n\n Understand the impact of the new law on the federal estate\, gift & generation skipping transfer tax systems\, income tax & capital gains rates & more\n\n Be familiar with the types of retirement and legacy planning strategies clients might consider to avoid a "personal fiscal cliff\n\n Recognize the opportunities for clients that the law created\n\n Be able to help clients understand why they need to take back control of their estate planning and take the actions necessary NOW in order to benefit themselves and their families in the FUTURE\n\n\n\nAttend one or all!\n\nTo Enroll Contact Rod Skaf Phone: 614-726-3726 Email: rskaf@metlife.com\n\n\n\n= = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = =\n\n\n\nL1013348444[exp1114][OH]\n\n\n\nRod I. Skaf\, MBA\, MSFS\, CFP \, ChFC \, CASL \, AEP\n\nSenior Financial Planner\, Financial Services Executive\, Investment Adviser Representative\n\n\n\n5600 Blazer Parkway\, Suite 100\, Dublin\, Ohio 43017 (614) 726-3726 (614) 792-3052 (614) 332-0811 www.skafco.metlife.com X-ALT-DESC;FMTTYPE=text/html:Rod Skaf cordially invites you to attend &hellip\;
\n
\nCPA-CPE Lunch &\; Learn Seminars
\nEarn Up to 5 CPE Credit Hours!
\n
\nNovember 11-15\, 2013
\n
\n5600 Blazer Parkway\, Suite 100
\nDublin\, OH 43017
\n614-726-3726
\n
\nLevel: Basic \; \; \; \; \; \; \; \; \; \; \; \; \; CPE Credits Awarded: 1 Each \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; Instructional Method: \; Group &ndash\; Live \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; Prerequisite: None \; \; \; \; \; \; \; \; \; \; \; \; \; \; Advance Preparation: None \; \; \; \; Cost: Free
\nAttend One or All
\n
\nMetLife Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA)\, as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \; State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \; Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, Sponsors through its website: www.learningmarket.org
\n
\nMonday 11/11/2013:
\nMaking Sense of Split Dollar Life Insurance Arrangements
\nContent: We will review Split Dollar Life Insurance arrangements that are designed to provide for a sharing of the costs and benefits of a life insurance policy. \; You will discuss the tax advantages and disadvantages of these types of plans. \; Recent changes in the form of detailed IRS Regulations will be covered in detail.
\nLearning Objectives: \; Upon completion of the course\, you will:
\n&bull\; Understand the concept of using split dollar methods
\n&bull\; Have heard discussions of pass through entities and how they impact S corporations\, partnerships and limited liability companies
\n&bull\; Be able to explain the loan regime and the economic benefit regime
\n&bull\; Discussed the tax regulations under Notice 2002-8
\n
\n
\nTuesday 11/12/2013:
\nMaking Sense of the Tax Rules Affecting Annuity Contracts
\nContent: Focuses on income and estate tax issues that impact your clients and their beneficiaries. \; We will discuss taxation planning that should be done in pre and post-death planning.
\nLearning Objectives: \; This course reviews the tax rules that affect annuity contracts. \; Upon completion of this session\, you will be able to:
\n&bull\; Define the various types of annuity contracts
\n&bull\; Know the tax issues as they relate to the specific types of annuities
\n&bull\; Share with clients what you have learned
\n
\n
\nWednesday 11/13/2013:
\nRoth IRA Conversions
\nContent: This course will examine the factors clients should consider as they decide whether or not to convert traditional IRAs to a Roth IRAs. \; \; The presentation will review the rules that apply to Roth IRA contributions and conversions\, discuss the advantages and disadvantages to the Roth IRA as a planning tool.
\nLearning Objectives: \; You will learn about converting a traditional IRA to a Roth IRA. \; After completing this course\, you will be able:
\n&bull\; To discuss the benefits and costs of converting a Traditional IRA to a Roth IRA.
\n&bull\; To examine the critical factors to consider in deciding whether or not to convert a Traditional IRA to a Roth IRA.
\n&bull\; To develop an analytical framework that will help you assist your clients in making an informed decision
\n
\n
\nThursday 11/14/2013:
\nESOPs and Your Practice
\nContent: This course is designed to educate participants on the concept of Employee Stock Ownership Plan (ESOP) and the benefits to their use. \; We will discuss the entire process of establishing an ESOP\, determining its use and the legal rules associated with this type of plan design.
\nLearning Objectives: \; At completion of this course\, you will be able to:
\n&bull\; Define what an ESOP is
\n&bull\; Explain the use of an ESOP as a business succession planning technique
\n&bull\; Differentiate an ESOP from other qualified plans
\n&bull\; Associate the legal and tax ramifications of ESOPs to your practice
\n
\n
\nFriday 11/15/2013:
\nDebrief and Opportunities from The American Taxpayer Relief Act of 2012
\nContent: This course provides a selective overview of some important provisions of The American Taxpayer Relief Act of 2012 (ATRA)\, what it did and what it didn&rsquo\;t do. \; The law has added a measure of permanency to some rates and exemptions. \; In addition\, the course describes the opportunities created by the new law that will help clients grow and protect their income and wealth\, both for themselves and their family.
\nLearning Objectives: \; This course is designed to help familiarize you with opportunities that the new tax law created for clients. \; Upon completion you will:
\n&bull\; Understand the impact of the new law on the federal estate\, gift &\; generation skipping transfer tax systems\, income tax &\; capital gains rates &\; more
\n&bull\; Be familiar with the types of retirement and legacy planning strategies clients might consider to avoid a "\;personal fiscal cliff
\n&bull\; Recognize the opportunities for clients that the law created
\n&bull\; Be able to help clients understand why they need to take back control of their estate planning and take the actions necessary NOW in order to benefit themselves and their families in the FUTURE
\n
\nAttend one or all!
\nTo Enroll Contact Rod Skaf \; \; \; \; \; Phone: 614-726-3726 \; \; Email: rskaf@metlife.com
\n
\n= = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = =
\n
\nL1013348444[exp1114][OH]
\n
\nRod I. Skaf\, MBA\, MSFS\, CFP®\;\, ChFC®\;\, CASL®\;\, AEP
\nSenior Financial Planner\, Financial Services Executive\, Investment Adviser Representative
\n
\n5600 Blazer Parkway\, Suite 100\, Dublin\, Ohio 43017 \; \; (614) 726-3726 \; (614) 792-3052 \; (614) 332-0811 \; www.skafco.metlife.com LOCATION:MetLife Office\, 5600 Blazer Parkway\, Dublin OH UID:e.1632.1346 SEQUENCE:3 DTSTAMP:20260411T011108Z URL:https://www.dublinchamber.org/events/details/cpa-cpe-free-lunch-learn-seminars-11-11-2013-1346 END:VEVENT END:VCALENDAR