Join April's Journal of Financial Planning contributor Philip Herzberg, CFP, CTFA, AEP, and Sheryl J. Manning, PL, as they discuss how planners can guide clients through their estate planning and help them shift their methods based on the Tax Cuts and Jobs Act (TCJA). This discussion will include an audience Q and A, and be moderated by Terry Bradford-Crane, MBA, Candidate for CFP Certification.

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.

Course Objectives
  • Develop gifting strategies to meet client objectives and identify appropriate assets to gift.
  • Calculate the income tax consequences of lifetime transfers to individuals and charities.
  • Suggest appropriate estate planning documents to meet a client's goals and objectives
Course Information
Date Presented:
April 24, 2019 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Leverage Tax-Reform Estate Planning Strategies for Clients
Speaker Information
Terry Bradford-Crane, MBA, Candidate for CFP Certification  [ view bio ]
Philip Herzberg, CFP, CTFA, AEP  [ view bio ]
Sheryl J. Manning, Esq, PL  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$0.00