PREPARING NOW FOR THE CHALLENGES AHEAD: GUIDING CLIENTS THROUGH TAX & ESTATE PLANNING IN 2023 & 2024
NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel of Frank Blossman, Cynthia Crino, John Snider, and Ana Medinaceli Canelos will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning, including providing fact-finding tips, explaining listening styles, and guiding you to have clear conversations.
Now is the time to prepare your clients for the estate- and tax-planning challenges that lie ahead with the expiring provisions of the TCJA. While tax rates may be at historically low levels, it's critical to start planning now to reduce your clients' taxes in the future.
Note: NAIFA members will need a promo code to register for FREE.
To get your promo code, contact NAIFA's Member Experience Team by:
- Emailing us at info@naifa.org
- Calling us at 877-866-2432
- Logging in at NAIFA's Member Portal and using the Support chat
Thursday, September 28, 2023
12:00 - 3:00 pm eastern
Registration Fee*
Live Event:
FREE for NAIFA, or FSP Members
$49 for Non-Members
CFP Credit: $5
CPE/Accounting Credit: $5
Prof. Recertification (PACE) Credit: $5
*Registration Fee includes live webinar, presentation material/slides, and access to the archived program
Program Overview
September 28th | 12:00-3:00 pm eastern
Examination of the provisions of the TCJA that sunset at the end of 2025
- No clawback is expected for outright gifts made before the sunset
- What to do if you used your exemption
- How to use one exemption
- Importance of planning now
Review portability elections, available relief for missed elections, and the computation and reporting of a deceased spouse’s unused exclusion change to the deceased spouse’s unused exemption
Technique refresher: Planning opportunities for clients who are on the bubble of the current or future estate and gift tax exemptions
- SLATs
- Loan-based techniques
How to start conversations with clients who are reluctant to talk about estate and tax planning
-Fact finding
- Asking the right questions
- Legacy planning, business planning
- Making sure documents are up to date
-Listening
- Being a solutions-based planning professional (vs. stereotypical salesperson)
- Not being preoccupied with a preconceived solution – being open to inspiration and creative alternatives
-Experiencing an important Cortical Facilitation tool
- Resetting your autonomic nervous system
- Increasing coherence and being open (vs distracted and agitated), improving perception, focus, and your ability to evaluate alternatives and perform at your best
Collaborating as a team, including attorneys, CPAs, and advisors from other relevant disciplines
Note: There will be a 10 minute break midway through the program.
Expert Speakers
Frank C. Blossman, CLU, ChFC
Director, Advanced Markets & Sales Support
Southern Farm Bureau Life Insurance Company
Cynthia Crino, CLU, ChFC
2nd VP, Distribution Integration
Guardian Life
John C. Snider II, JD
AVP & Associate Counsel, Advanced Markets
John Hancock
Continuing Education Information
Educational Level
Intermediate
CE Credits
3 CFP® credits, 3 CPE (accounting)* credits, and 3 Professional Recertification (formerly PACE) credits have been applied for.
$5.00 fee per discipline.
You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. Additionally you must attend the entire program. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
*Additional CPE Info:
Prerequisite: Basic understanding of tax and estate planning
Advanced Preparation: None
Delivery Method: Group Internet Based
Program Level: Intermediate
Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Refunds and Cancellation: For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at info@naifa.org or use the Support chat to talk with a Member Experience Team member.
Additional Information
Program Material
Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint/presentation material.
How Webinars Work
All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer’s speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. However if you are requesting CE credits, you must be logged in to the webinar.
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Program Archive
This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can’t attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will include both the audio portion and PowerPoint slides/presentation material.
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