Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income c...

11/2/2021 12:30pm - 4pm | Online | Surgent

$139.00

CPE Categories: Taxation (4 CPE)

Description

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Target Audience

CPAs who advise clients on estate planning

Course Objectives

Understand various documents used in estate planning
Identify use of trusts and other financial arrangements
Know what issues clients confront, and potential solutions

Subjects

The SECURE Act, including IRA and RMD changes
More than 20 documents that should be reviewed that are neither a will nor trust
Provisions you need in a will
Trusts and other arrangements for children
Durable powers of attorney for healthcare and for financial matters
Realistic retirement goals
Developments relative to estate tax, and the implications for planning

Prerequisites

None