2020 Professional Advisor Seminar

23rd Annual Professional Advisor Seminar 

Evolving Trends & Changing Laws: Charting a Path Through Today's Tax and Estate Planning Landscape

March 27, 2020
The Belo Mansion
Breakfast 7:30 a.m.
Program 8:00 a.m. until 10:30 a.m.

 

 

The 2020 Professional Advisor Seminar focuses on evolving trends impacting tax and estate planning and will focus on specific legal rulings and changes that affect both average and affluent clients. The seminar highlights multiple traps for the unwary advisor as well as unexpected planning opportunities. Emphasizing practical ramifications on both the changing tax and estate planning environment, we will address how advisors should counsel their clients to deal to specific legal changes. Included in the presentation are various practical “valued-added” checklists for clients. 

Our speaker, John J. Scroggin, J.D., LL.M. (tax), AEP (Distinguished), has practiced as a tax, business and estate planning attorney in Atlanta for over 41 years. In 2017, Jeff was inducted into the NAEPC Estate Planning Hall of Fame as its 105th inductee. US News and World Report named him one of the 2018, 2019 and 2020 Best Lawyers in America and he has been named a Georgia SuperLawyer for each of the last eleven years. Jeff served as a member of the Board of Trustees of the University of Florida Levin College of Law from 2011 to 2018. Jeff was Founding Editor of the NAEPC Journal of Estate and Tax Planning from 2006-2010 and is the author of over 260 published articles on tax, business and estate planning.

The 2020 Professional Advisor Seminar will be held on March 27 at The Belo Mansion in downtown Dallas. Continuing education credit will be available. To register for the event or to purchase a sponsorship, please use the link below. 

Register

  

This course is pending approval for continuing education credit with the following accrediting organizations:

  • Certified Financial Planner Board of Standards (CFP)
  • American Bankers Association (ABA)
  • State Bar of Texas (MCLE)
  • Texas Board of Legal Specialization (TBLS) – Estate Planning and Probate Law
  • Texas Board of Legal Specialization (TBLS) – Tax Law

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program 

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Presenting Sponsor