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

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Live Webinar SELECT STARTING AT $159 (5 dates)

Credits: 4

Qualifies For: IRS CPE CFP CTEC

Instructor(s): Michael Frost, CPA

$159

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Credits: 4

Qualifies For: IRS CPE

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Credits: 4

Qualifies For: IRS CPE

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Credits: 4

Qualifies For: IRS CPE

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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 CFP CPE CTEC

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 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.

Major Topics:

  • 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

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:

Accounting and Financial Professionals 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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