Robert G. Alexander Webinar Series - Basis Planning

Date: Friday, May 4, 2018
Time: 11:45am - 1:00pm
Location: Gresham Savage, San Bernardino, CA
Speaker: John J. Scroggin, JD, LL.M, AEP (Distinguished)

Enjoy a complimentary lunch and

view the webinar!


 RSVP:         Click below to register


 NOTE:  Space is limited to the first 25 active members so please RSVP to reserve a seat.

NOTE to Attorney Members:  MCLE credit is being offered for this event (both general and legal specialization).

About the program:

For decades the primary tax focus of estate planning has been in the minimization of transfer tax costs. For over 99% of Americans, the passage of ATRA shifted the tax focus of estate planning to income tax planning and tax basis planning. Jeff Scroggin will discuss some of the practical traps and opportunities in planning for the basis of assets, including pre-mortem basis planning, planning for loss assets and why many of the previous techniques clients previously adopted have pivoted 180 degrees.

About the speaker: 

John J. (“Jeff”)  Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. Jeff serves as a member of the board of directors of the University of Florida College of Law and as a founding trustee of the University of Florida College of Law Tax Institute. Jeff served on the board of directors of the NAEPC from 2002 to 2010 and was founding editor of the NAEPC Journal of Estate and Tax Planning from 2006-2011. He was co-editor of CCH’s Practical Estate Planning from 2004 to 2006. Jeff is the author of over 250 published articles, white papers and books. In November 2017, Jeff was elected to the National Association of Estate Planners & Councils Estate Planning Hall of Fame and awarded the Accredited Estate Planner (Distinguished) designation. 


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