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.
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
April 24, 2019 2:00 PM Eastern
FPA Member Price:
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
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