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Estate and Life Planning Issues for the Middle-Income Client (PMIC)

Choose CPE Format:

Live Webinar SELECT STARTING AT $239 (2 dates)

Credits: 8

Qualifies For: IRS CPE CFP

Instructor(s): Neil Brown, CPA, CFP

$239

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Self-Study SELECT STARTING AT $125 (On Demand)

Downloadable PDF

Credits: 8

Qualifies For: IRS CPE

$125

Textbook

Credits: 8

Qualifies For: IRS CPE

$140

On-Demand Webcast

Credits: 8

Qualifies For: IRS CPE

$155
Neil made the class move along and was surprised when I looked at the time
Sandra S.

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

  • Customer Rating
    (12)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CFP CPE

Overview

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 tax reform.

Major Topics:

  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Applicable rates, and tactics that may be used to minimize them
  • Reducing the impact of ancillary administration
  • Provisions you need in a will
  • When a trust is needed for children
  • Durable powers of attorney, for financial matters and for healthcare
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Elder care planning
  • The latest information on the portability of the deceased spouse’s unused exemption amount
  • Developments relative to estate tax, and the implications for planning

Learning Objectives

  • Understand estate-planning issues unrelated to federal tax planning
  • Inventory the documents relevant to estate preservation
  • Understand methods of providing for children and the spouse

Designed for:

CPAs who advise clients on estate tax planning

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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