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

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Self-Study SELECT STARTING AT $65 (On Demand)

Downloadable PDF

Credits: 4

Qualifies For: IRS CPE

$65

Textbook

Credits: 4

Qualifies For: IRS CPE

$80
I can take it at my own rate
Chireen C.

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

  • Customer Rating
    (1)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    4
  • Qualifies for

    IRS 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.

Major Topics:

  • 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

Learning 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

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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