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

Course Details


Tuesday, September 24, 2019

8:00am – 12:00pm (Registration: 7:30am)


Hilton Garden Inn Casper

1150 N. Poplar St.

Casper, WY 82601


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CPE Credit

4 hours CPE credit

Level of Knowledge



Surgent & Associates, LLC


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. Continually updated with the latest guidance


• More than 20 documents that clients should have that are neither a will nor a trust
• Provisions you need in a will
• Trusts and other arrangements for children
• Durable powers of attorney for healthcare and for financial matters
• Asset protection strategies
• Developments relative to estate tax changes


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

Designed For

CPAs who advise clients on estate planning.

Course Pricing

WYOCPA Member Fee

Applicable if you are a WYOCPA member in good standing.

Non-Member Fee

Applicable if you are not a WYOCPA member.

Late Registration Fee (will be added after September 11, 2019) $100.00
Your Price $195.00

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