Evolving Trends and Changing Laws

Date: Monday, November 13, 2017
Time: 12:00pm - 1:15pm
Location: MAC 405 Washington Avenue
Speaker: John J. Scroggin

Click HERE to register and get a ticket

About the talk: Jeff Scroggin discusses evolving trends in tax and estate planning and focuses on specific legal rulings and changes that affect both the average client and the affluent client. The focus is on the practical ramifications on both the changing tax and estate planning environmental and how advisors should advise their clients in reacting to specific legal changes.

CE

CPE Learning Objectives

Upon completion of this course, you should be able to:

Recognize long term emerging trends in estate planning and hot they impact your clients. 

Understanding recent legal changes and how they impact planning for your clients.

The Impact of potential looming changes in federal and state tax laws.

Delivery Method: Group-live setting

Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.

Field of Study:  Sepcialized knowledge and applications

Program Level Intermediate

Prerequisites – There are no prerequisites or advanced preparation for this session – Change if there are any prerequisites.

Who should attend? Professionals that advise clients on their estate planning.

CFP 

Program Summary:  Jeff Scroggin discusses evolving trends in tax and estate planning and focuses on specific legal rulings and changes that affect both the average client and the affluent client. The focus is on the practical ramifications on both the changing tax and estate planning environmental and how advisors should advise their clients in reacting to specific legal changes.

Learning Objective(s): Jeff Scroggin discusses evolving trends in tax and estate planning and focuses on specific legal rulings and changes that affect both the average client and the affluent client. The focus is on the practical ramifications on both the changing tax and estate planning environmental and how advisors should advise their clients in reacting to specific legal changes.

Level of Complexity Intermediate

Bio: John J. (“Jeff”) Scroggin has been practiced 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 is a founding Director of the Florida Tax Institute. 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 - the collection was featured in a front-page Wall Street Journal article on April 15, 2015.

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