Braintrust Seminar: The Affordable Care Act for individuals and 2015 Tax Extenders

Our webinar presenter, Brian Shea has provided fee-only tax and financial advice since 1993. He is a Certified Financial Planner (CFP) licensee and as an Enrolled Agent (EA), is enrolled to practice before the IRS. Brian has over 20 years experience in the financial services industry, both as a banker and a financial advisor. 

Learning Objectives:

• Review provisions of the Affordable Care Act issues such as tax forms, minimum essential coverage, coverage exemptions, advanced premium assistance, premium tax credit and shared responsibility payments.
• Provide the advisor with questions to ask clients when preparing their 2014 tax returns.
• Review of the main provisions of the recently passed Tax Extenders Bill

CE Credit Details:

NAPFA CE Credit - 1 Income Tax Planning (Health Insurance)

CFP CE Credit - pending

IRS CE Credit - 1 Federal Tax Related Matters

NASBA CPE Credit - 1 Taxes