The Institute for Advanced Tax and Business Planning   was formed by Dee Slavutin to serve as the educational arm of Stern Slavutin-2 Inc. Since its inception, the Institute has sponsored numerous seminars on the applications of insurance in estate and business strategies. Although dedicated to disseminating advanced financial concepts, the Institute presents its ideas to lay audiences as well as to financial advisors.

While the "dots and commas" of estate tax strategies are a major aspect of the Institute's message, it also provides comprehensive information on such topics as:

  • Variable*, universal, term, and whole life insurance
  • Disability income insurance plans for groups
  • Variable annuities and mutual funds*
  • Specialized retirement plans for small businesses
  • 401(k) plans
  • Long Term Care insurance

And an exciting new service is available: we can now offer institutional money management for individual investors in our capacity as Advisor Representatives of MML Investors Services, Inc. Our clients may now enjoy individually-tailored investment strategies implemented by the same top-tier specialists who manage the investments of national trusts, corporations, and educational and charitable foundations.


From the Podium
Lee Slavutin will be speaking:

April 16, 2008Financial Planning Association of Long Island, Chapter Meeting, Business Succession Planning, Woodbury, NY.
April 17, 2008New York State Society of CPAs, Estate Planning Committee, Life Insurance Trusts, New York, NY.
May 3, 2008New York State Society of CPAs, Nassau Chapter All-Day Estate and Personal Financial Planning Conference, Key Life Insurance Trends in Estate Planning, Melville, NY.
May 7, 2008American Institute of CPAs, Tax Strategies for High Income Individuals, Life Insurance 101, Las Vegas, NV.
May 8, 2008New Jersey Society of CPAs, New Jersey Convention, Life Insurance Planning Strategies for 2008, Atlantic City, NJ. 
May 29, 2008UJA Federation, 18th Annual Westchester Estate, Tax & Financial Planning Conference, Evaluating Performance and Pricing of Existing Policies - Particularly Those Owned by Trusts, White Plains, NY. 
June 11, 2008Financial Planning Association of New York, Educational Meeting, Key Life Insurance Trends in Estate Planning, New York, NY.
July 10, 2008New York State Society of CPAs, Estate Planning Conference, Business Succession Planning, New York, NY.
July 24, 2008New York State Society of CPAs, Strategic Planning for Your High Net Worth Clients, Business Succession Planning, New York, NY.
August 18, 2008AICPA Sophisticated Planning for Your Wealthy Clients Conference, 2008 Life Insurance Update, New York, NY.
October 29, 2008Connecticut State Society of CPAs, Easton Connection Meeting, Business Succession Planning, Easton, CT.
November 5, 2008Maryland Institute for Continuing Professional Education for Lawyers / Maryland Association of Certified Public Accountants, Advanced Tax Institute, 10 Effective Estate Planning Insurance Strategies, Baltimore, MD.
November 10, 2008AICPA Sophisticated Planning for Your Wealthy Clients Conference, 2008 Life Insurance Update, New York, NY.
November 20, 2008Long Island Tax Practitioners Symposium, Life Insurance Trusts and Tax Traps, Woodbury, NY.



 
Securities and Investment Advisory Services offered through MML Investors Services, Inc. 530 Fifth Avenue, 14th Floor, New York, NY 10036-5197. (212) 536-6000. Stern Slavutin-2 Inc. is not a subsidiary or an affiliate of MML Investors Services, Inc. Stern Slavutin-2 Inc. has individuals licensed to sell securities in CA (license #’s: 0C43779, 0728583, 0B03732), CT, FL, MA, NJ, NY, PA, TX, and licensed to sell life and health insurance in CA (license #’s: 0C43779, 0728583, 0B03732), CO, CT, DE, FL, GA, IL, MD, MA, MO, NJ, NY, NC, and PA. If you reside outside these states, please contact MassMutual at 1295 State St, Springfield MA 01111 or MassMutual’s web site at www.massmutual.com. For specific advice on legal and tax matters, please consult your estate planning attorney, tax attorney and/or CPA.