20SS-0220: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study)
Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical) | 4 IRS CE
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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 subjects
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More than 20 documents that clients should have that are neither a will nor a trust
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Provisions you need in a will
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Trusts and other arrangements for children
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Durable powers of attorney for healthcare and for financial matters
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Realistic retirement goals
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Developments relative to estate tax, and the implications for planning
Learning objective(s)
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Understand various documents used in estate planning
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Identify use of trusts and other financial arrangements
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Know what issues clients confront, and potential solutions
Who should take this program?
CPAs who advise clients on estate planning
Fees
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