Peter Gordon's Tax Act 'Window of Opportunity' at the NAIFA "Together in 2012" Conference

Peter Gordon spoke this morning at the 39th Annual NAIFA Delaware Conference (“Together in 2012”) at the University of Delaware on the topic of the new 2010 Tax Act.

Traditional estate planning took into account the use of unified credit equivalent and the unlimited marital deduction. The 2010 Tax Act makes substantial changes to the credit exemption amount and the tax rates applicable to estates and gifts. While these changes are scheduled to expire on January 1, 2013, there is a window of opportunity for gift giving and wealth transfer that should not be ignored.

NAIFA University of Delaware Conference (“Together in 2012”) Wall Street to Main Street - Redefining Your Path to Success

The 39th annual conference held on Tuesday May 8th, 2012 had presentations and networking opportunities for professionals involved with investments and those providing security with insurance products.

With more than 50,000 members, the National Association of Insurance and Financial Advisors (NAIFA) is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local associations all striving for the same co mmon goal: to protect your livelihood and your clients’ financial security.