Basis Planning

Date: Wednesday, March 18, 2015
Time: 3:00pm - 4:00pm
Location: Webinar
Speaker: John J. Scroggin, JD, LL.M., AEPĀ® - Scroggin & Company, P.C.

Wednesday, March 18, 2015 
3:00pm - 4:00pm

NAEPC Webinar: Basis Planning

John J. Scroggin, JD, LL.M., AEP® - Scroggin & Company, P.C.


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.


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. Jeff has been quoted extensively, including 8 times in the Wall Street Journal, on CHH Headline, National Public Radio, the New York Times, Fortune, Forbes, Kiplinger’s, Money, the International Herald Tribune, the Chicago Tribune, The South China Post, The LA Times, Newsday, and the Miami Herald.




Registration Fees

·         $40 / Accredited Estate Planner® designee

·         $60 / member of [enter EPC name here]

·         $100 / non-member

·         $250 / council meeting or group gathering


Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. 

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