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

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



• Timely coverage of breaking tax legislation


• Retirement planning in light of 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



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