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

  • Format Self-Study Download
  • Credits 4.00
  • Level Basic
  • Field of Study Taxes (Technical) (4)

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 estate tax changes.



Major Topics:

  • The SECURE Act, including IRA and RMD changes
  • 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

Who should take this course:

CPAs who advise clients on estate planning

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