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:

May 5th, 2010Estate Planning Council of NY, "Hot Issues in Life Insurance".
May 27th, 2010UJA Federation Westchester Chapter, "Life Insurance in Business Succession Planning."
July 27th, 2010AICPA Advanced Estate Planning Conference, Washington, DC, "Life Insurance Trusts."



 
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.