Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

Key Discussion Points:

• Deciphering the TCJA Provisions: Navigate the complexities of the expiring TCJA provisions and uncover the opportunities they herald.
• Engaging the Hesitant: Master techniques to foster dialogues with clients reluctant to discuss estate planning. Enhance your skills in fact-finding, hone in on distinct listening styles, and craft transparent, impactful conversations.
• The Future of Taxation: While we enjoy historically low tax rates, the countdown to change has begun. Arm yourself with strategies to safeguard your clients against future tax hikes.

Event Details:

• Date: Thursday, September 28, 2023
• Time: 12:00 - 3:00 PM Eastern (11:00 AM - 2:00 PM Central)

Registration Information:

• FREE Access for NAIFA and FSP Members**
• $49 for Non-Members

Continuing Education (CE) Credits:

• CFP Credit: $5
• CPE/Accounting Credit: $5
• Prof. Recertification (PACE) Credit: $5

The clock is ticking, and the window of opportunity narrows with each passing day. Equip yourself with knowledge, enhance your client relationships, and step confidently into the future of tax and estate planning.

**Note: NAIFA members will need a promo code to register for FREE.

To get your promo code, contact NAIFA's Member Experience Team by:
- Email info@naifa.org
- Phone 877-866-2432
- NAIFA's Member Portal Support chat

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