Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

4 hours CPE credit

Level of Knowledge

Beginning

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

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.

Highlights

  • 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
  • Realistic retirement goals
  • Developments relative to estate tax, and the implications for planning

Objectives

  • 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

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