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

  • Format In-Firm Training
  • Credits 4
  • Level Basic
  • Field of Study Taxes (4)

To Schedule In-Firm Training, please contact us:

salesinfo@surgent.com

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

  • Tax reform update
  • 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
  • Post-election developments relative to potential estate tax repeal 

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

Who should take this course:


CPAs who advise clients on estate planning

Basic

None

None

Yes

No

No

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