Uncertain future for estate, income taxes create complexity for estate experts and clients

Online, September 17, 2010 (Newswire.com) - Boca Raton, FL- Estate planning experts and their clients face more ambiguity in federal tax law than ever before.

• This year there is no estate tax but next year the estate tax could be very high.
• The Bush tax cuts are schedule to expire in 2010 and it's not clear whether they will be renewed for 2011.
• Future income tax rates on investment income, dividends, earned income, and long-term capital gains are expected rise significantly by 2013.

Two nationally prominent tax experts, Ann Burns and Christopher Hoyt, will provide useful insight via a closed-circuit broadcast of the 18th Annual Estate and Charitable Gift Planning Institute Thursday, September 23 from 10:00am-4:00pm. Ibis Financial Group will host a local viewing of the broadcast at all three of its offices located at: 7284 W. Palmetto Park Road, Suite 106, Boca Raton, FL 33433, 3300 PGA Boulevard, Suite 970, Palm Beach Gardens, FL 33410 and 1900 Summit Tower Boulevard, Suite 450, Orlando, FL 32810. Phone 561-910-2566. Networking will begin before the event and during lunch which will be provided.

"Our advisors are getting tax questions from their clients that no one can answer until the federal government takes action," said Robert D. Barboni, LUTCF, CFP®, President. "The best anyone can do for now is find a way to protect assets until the estate and income tax issues are resolved. That's what Ann Burns and Christopher Hoyt will talk about September 23."

Ann Burns is chair of the trust, estate and charitable planning group at the Gray Plant Mooty law firm in Minneapolis. She has published many articles and led numerous seminars on topics related to tax planning, charitable giving, and personal finance. Ann Burns practices in Minnesota and Wisconsin and has appeared on several "best lawyer" lists for each of the last 16 years. Ann Burns also is a fellow of the American College of Trust and Estate Counsel.

Christopher Hoyt is a law professor at the University of Missouri - Kansas City where he teaches classes on federal income taxation and business organizations. Before joining the UMKC faculty, he practiced law in Kansas City. Hoyt is the co-chairman of the trusts and estates section of the American Bar Association's committee on charitable organizations.

The seminar is co-sponsored by Securian Trust Co., N.A., The Salvation Army's Office of Planned Giving, and the Minnesota State Bar Association. The day-long event will be broadcast live from the Minneapolis Convention Center to hosted viewings at more than 70 locations. Attendees include attorneys, CPAs, financial planners, certified life underwriters, investment advisors, bank trust officers, charitable gift planners, other estate planning professionals, and others interested in providing products and services which help ensure the financial future of family, self and community. Attorneys will earn 6 continuing education credits (CLE), including 1 for ethics and CPAs will earn 6 continuing education credits (CPE), including 5 for taxation and 1 ethics.

To register, contact the firm at 561-910-2566 no later than September 20, 2010. Seating is limited.

Ibis Financial Group is a comprehensive financial services firm that is headquartered in Boca Raton located at 7284 W. Palmetto Park Road, Suite 106, Boca Raton, FL 33433 and has two additional office locations in Palm Beach Gardens and Orlando. Ibis Financial Group currently has over 35 financial advisors and support staff. For additional information, please visit www.ibisfingroup.com. Ibis Financial Group is part of the Securian Financial Network. The Securian Financial Network is a nationwide network of financial service firms and financial specialists. It is the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, including Minnesota Life Insurance Company.

Securian Trust Company, N.A., a Securian Financial Group affiliate, is a national bank chartered by the Office of the Comptroller of the Currency. Securian Trust provides expertise in trust administration and trust investment management and works closely with clients' valued counselors such as financial advisors and legal and tax specialists.
DOFU - 9-13-2010
A03846 - 0910