Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study)

Code: JSDLPMI4

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 4.0
Specialty
credits
4.0 IRS CE approved
Field(s)
of study
Taxes - Technical (4.0)
Fees
Standard member fee $65.00
checkmarkStandard nonmember fee $65.00

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Description

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.

Who should take this program?

CPAs who advise clients on estate planning

Major subjects

  • 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

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

Notes:

Course code Code JSDLPMI4
Sponsor Surgent
NASBA ID#: 103212
Level Basic
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. None
Advance
prep
None