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 Accounting and Financial Professionals 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
- Changes to the lifetime estate tax exemption in light of proposed regulations
- SECURE 2.0 updates
- 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
Accounting and Financial Professionals who advise clients on estate planning
Course Pricing
WYOCPA Member Fee
$159.00
Non-Member Fee
$207.00
Your Price
$207.00
Upcoming Courses
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Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
May 3, 2024
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Forgotten Managerial Accounting Tools for CPAs
May 3, 2024
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Yellow Book: Staying Compliant with Government Auditing Standards
May 3, 2024
View all upcoming courses