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 the changing tax and estate planning environmental, and how financial planners should advise their clients in reacting to specific changes and demographic trends.
Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject
October 03, 2018
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.