Wealth Counselor February 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear Friends,  

It has been a true pleasure speaking with many of you over the last year. It is hard to believe that I recently celebrated my first anniversary at Carrell Blanton Ferris & Associates. How time flies! 

I want to show my appreciation by sending you a newsletter designed to show the many ways to  add value to your relationships with clients through bringing on the right Estate Planning attorney as part of your professional team.

Stay tuned for more useful advice and more information on this year's CE Program on Tax Reform 2018. Sneak peek: you may be able to help high net worth clients simplify their old estate plans. 

Happy reading!

Bennie Allen Wall, Esq. 


804-285-7900
financial_service_flat.jpg
Bringing Value to Your Clients: 5 Ways an Experienced Estate Planning Attorney Can Help You Today.

Financial Professionals like yourself work hard to build and maintain valuable relationships with your clients all the while doing everything you can to help them reach their financial and retirement goals.
 
With all that you do for your clients, you may find yourself wondering how can I add more value to our relationship; how can I set myself apart?
 
One way to dazzle clients and garner more referrals is to bring in other professionals who can help your clients save more, protect wealth, and plan for the succession.
 
An experienced estate planning attorney can be a valuable ally for the financial professional. The experienced attorneys of Carrell Blanton Ferris & Associates, PLC compiled a list of what we believe are the top five. 


CE Program Opportunity!

Tax Reform 2018: What you Need to Know to Advise your Clients

We will be offering 2 hours of CE credit (Pending approval for CFP, Insurance, Enrolled Agents, and CPAs) in the Williamsburg area. 

The following points will be discussed in detail at the two-hour workshop:
  • A summary of the income and estate tax changes included in the 2017 Tax Cuts and Jobs Act;
  • New tax planning tools for business owners to take advantage of the new 20% pass-through exemption.
  • Estate, Gift, and Generation- Skipping Transfer Tax Changes;
  • The effect of an A/B Trust Tax Plan on estate taxes, income-tax basis of assets, and capital gains taxes;
  • The alternatives to the A/B Trust Tax Plan (for example, the "Wait and See Tax Plan")
Date:  March 21,2018 
Details: 9:00 AM Ft. Magruder Hotel & Conference Center (Williamsburg)
1:30 PM Marriott City Center (Newport News)
Price:  $30.00
Questions: Call (757)220-8114



Stay tuned for additional Spring dates and times in the Richmond and
 Virginia Beach areas!
We offer free  educational seminars on the importance of
estate planning throughout the month. We'd love to see you or your clients there! Click here to see all the dates & times near you.

Interested in having the attorneys of Carrell Blanton Ferris speak to a group of your clients? Contact us today!

CIRCULAR 230 DISCLOSURE:

U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.

 

 

Carrell Blanton Ferris & Associates, PLC