This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society
This program discusses evolving trends and changing laws in tax and estate planning. The focus is on the practical ramifications of these developments and how financial professionals should advise both their average-income and affluent clients. The program will address: planning traps and opportunities resulting from The Tax Cuts and Jobs Act of 2017; any tax bills which Congress passed in the fall of 2018; the impact of the November 2018 midterm elections; general trends in tax and estate planning and how financial advisors should respond to those changes; and specific legal rulings and changes that may have a broad impact on tax and estate planning.
Recognize long-term emerging trends in estate planning and how they impact clients
- Understand recent legal changes and how they impact planning for clients
- Explore the impact of potential looming changes in federal and state tax laws
John J. (“Jeff”) Scroggin, JD, LLM has been practicing as a business, tax and estate planning attorney in Atlanta for 39 years. Jeff serves as a member of the Board of Directors of the University of Florida Levin College of Law and Florida Alumni Tax Advisory Council (for UF’s LL.M.(tax) program). He serves as a founding Director of the Florida Tax Institute. In 2017 Jeff was inducted into the NAEPC Estate Planning Hall of Fame. Jeff was Founding Editor of the NAEPC Journal of Estate and Tax Planning (2006-2011). He was Co-Editor of CCH’s Practical Estate Planning (2004 to 2006). Jeff is the author of over 260 published articles, white papers and books. Jeff has been widely quoted in national media, including 9 times in the Wall Street Journal and in the New York Times (2005, 2013, 2014), USA Today (2014, 2016), Forbes Magazine (1999, 2001, 2012, 2014, 2016), and Money (1999, 2005, 2015). Jeff practices out of an 1887 building in the historic district of Roswell. The building contains one of the largest collections of tax memorabilia in the country.
1 CFP® credit has been approved.
1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals.
(CLE credit is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)
1 Professional Recertification credit (formerly PACE) has been approved.
$5.00 fee for CE credit processing. You must participate in the live webinar in order to earn CE credits.
Registration Fee (includes PowerPoint and access to the archived program)
||FSP Premier Members
*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.
- Register online by selecting the green "Register" button above.
- Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.
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This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.
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The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.