23SS-0305: 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

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 subjects

• Coverage of the Inflation Reduction Act of 2022
• The SECURE Act, includingIRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations
• Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers
• Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
• 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 objective(s)

• 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 program?

Accounting and Financial Professionals who advise clients on estate planning

Fees

Standard Member Fee	$79.00
Standard Nonmember Fee	$79.00