23SS-0307: Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
8 CPE (8 technical)  |  8 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. Continually updated with the latest guidance.

Major subjects

• Coverage of the Inflation Reduction Act of 2022
• The SECURE Act, including IRA 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
• Applicable rates, and tactics that may be used to minimize them
• Reducing the impact of ancillary administration
• Provisions you need in a will
• When a trust is needed for children
• Durable powers of attorney, for financial matters and for healthcare
• Realistic retirement goals
• Management of insurance: liability, disability, and life
• Dealing with marriage and divorce
• Titling assets effectively
• Developments relative to estate tax, and the implications for planning

Learning objective(s)

• Understand estate planning issues unrelated to federal tax planning
• Inventory the documents relevant to estate preservation
• Understand methods of providing for children and the spouse

Who should take this program?

Accounting and Financial Professionals who advise clients on estate tax planning

Fees

Standard Member Fee	$159.00
Standard Nonmember Fee	$159.00