Impact of Bush Second Term to Highlight Annual Tax Conference

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The reelection of President Bush will make 2005 a year of considerable change for financial professionals and the clients they represent. In an effort to address the tax and legislative changes on the horizon, The American College will be hosting Tax Update ’04 sponsored by Wachovia Wealth Management on December 9, 2004. Investments, Charitable Giving, Wealth Management, Taxes and Financial Planning will all be addressed by expert presenters along with a discussion of the potential implications of the federal and state election results.

The reelection of President Bush will make 2005 a year of considerable change for financial professionals and the clients they represent.

In an effort to address the tax and legislative changes on the horizon, The American College will be hosting Tax Update ’04 sponsored by Wachovia Wealth Management on December 9, 2004. Investments, Charitable Giving, Wealth Management, Taxes and Financial Planning will all be addressed by expert presenters along with a discussion of the potential implications of the federal and state election results.

Making this year’s conference even more dynamic will be an interactive case study learning experience. Individuals attending Tax Update ’04 will be challenged to apply newly acquired concepts to an actual client case.    Participating in groups, individuals will propose solutions to a series of wealth management challenges. Following the presentations by participants, attendees will hear how a leading tax expert addressed this same set of issues.

“This is the first time in the 27-year history of the Tax Conference that The American College has ever integrated an interactive educational experience into this event,” said Larry Barton, President and Chief Executive Officer of The American College. “Attorneys, tax professionals and financial advisors would all benefit from the group interaction and free exchange of ideas inherent in this dynamic format.”    

In addition, attendees will be hear from the College’s highly regarded faculty on the latest issues affecting taxes and financial planning including:

·    Cash Balance Planning. Presenter: John J. McFadden, JD, Robert K. Clark Chair in Executive Compensation and Benefit Planning, Professor of Taxation and Pensions

·    Year End Tax Charitable Giving. Presenter: H. King McGlaughon, Jr., JD, MDiv, Sallie B. and William B. Wallace Chair in Philanthropy, Professor of Philanthropic Studies

·    Update on Investment Practice. Presenter: Roger Bird, PhD, Frank M. Engle Distinguished Chair in Economics and Security Research, Professor of Economics.

·    Ethical Considerations and Regulatory Developments. Presenter: Ronald F. Duska, PhD., Charles F. Lamont Post Chair of Ethics and the Professions, Professor of Ethics

·    Developments in Wealth Planning and Management. Presenter: Ted T. Kurlowicz, JD, LLM, CLU®, ChFC®, AEP, Charles E. Drimal Professorship in Estate Planning, Professor of Taxation.

·    2005 Taxes. Presenter: James F. Ivers, III, JD, LLM, ChFC®, Professor of Taxation and Thomas M. Brinker, Jr., CPA/PFS, ChFC®, CFE, AEP, Associate Professor of Accounting, Arcadia University

Persons attending the event will be given an overview of both the American Jobs Creation Act of 2004 and the Working Families Tax Relief Act of 2004. A panel discussion on the Implications of Recent Federal and State Elections will also be part of the program. Financial professionals from insurance, securities, banks, accounting and law firms would all benefit from the timely and topical information at this year’s event. This information will help financial practitioners appropriately advise their clients in the coming year.

“2005 will be a year of significant regulatory and legislative change. Financial advisors must stay current on the latest regulations, tax changes and trends,” said Peter J. May, J.D., LL.M., CFP, Vice President, Wealth Strategist, Wachovia Wealth Management. “Financial professionals who want to create value for the clients and their business won’t want to miss this conference.”

This program has been submitted for continuing education approval for life insurance agents, CFP®, CPE and PACE credits in Connecticut, Delaware, Maryland, New Jersey, New York, Pennsylvania, Virginia and Washington DC. The instructional method is group-live, and the course level is advanced.

The tax conference will be held on Thursday, December 9, 2004 in the Gloria M. La Grassa Auditorium at the Gregg Conference Center on the College’s campus in Bryn Mawr. The event will run from 8:45 a.m. to 4:30 p.m. Registration costs $150 per person and includes registration fee, lunch and refreshments. A discounted rate is available for groups over 10 persons. The College’s recently redecorated residency wing at the Gregg Conference Center is available for those who require overnight accommodations at an additional cost. Attendees requiring overnight accommodations are encouraged to register early, as the number of rooms is limited. Please call 610-526-1100 for rates and reservations.

For more information or to register for the event, please contact Linda Partin at The American College at (610) 526-1202 or via email at lindapa@amercoll.edu.

Wachovia Corporation (NYSE:WB) is the 4th largest wealth manager in the country, according to Barron's 2004 rankings of U.S. Wealth Managers. Wachovia Corporation (NYSE:WB) is one of the largest providers of financial services to retail, brokerage and corporate customers, with retail operations from Connecticut to Florida and retail brokerage operations nationwide. Wachovia had assets of $436.7 billion, market capitalization of $61.4 billion and stockholders' equity of $33.9 billion at September 30, 2004. Its four core businesses, the General Bank, Capital Management, Wealth Management, and the Corporate and Investment Bank, serve 12 million client relationships (including households and businesses), primarily in 11 states and Washington, D.C. Its full-service retail brokerage firm, Wachovia Securities, LLC, serves clients in 49 states. Global services are offered through 33 international offices. Online banking and brokerage products and services also are available through Wachovia.com. For more information visit http://www.wachovia.com/wealth

The American College is the nation’s leading educator of professionals in the insurance and financial services industry. Located on a 35-acre campus in Bryn Mawr, Pennsylvania, The College is a non-profit public charity that serves over 35,000 students annually, predominantly on a distance education basis. The American College offers an array of specialized designation programs, a Master of Science degree in financial services and customized continuing education programs for those pursuing a career in financial services. For more information, visit http://www.amercoll.edu.

Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Eric Gordon