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21SR-0044: Select Estate and Life Planning Issues for the Middle-Income Client (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Thursday, October 28, 2021
8:30am - 12:00pm Central Time
4 CPE (4 technical)  |  4 IRS CE

Alternate dates & more options

People think estate planning is only needed when you're very rich. In truth, middle-income clients have many issues that require careful planning -- and your expertise. Discover how to handle some of these important estate and life planning opportunities for your middle-income clients. Find out how you can better guide them, help them meet their goals, provide additional services and increase your revenue by serving middle-income clients.

Major subjects

  • The Setting Every Community Up for Retirement Enhancement (SECURE) Act, including changes to individual retirement accounts (IRAs) and required minimum distributions (RMDs)
  • More than 20 documents that should be reviewed (beyond wills and trusts)
  • Provisions needed in a will
  • Trusts and other arrangements for children
  • Durable powers of attorney for health care and for financial matters
  • Realistic retirement goals
  • Developments and new laws related to estate taxes (and the planning implications)

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?

CPAs who advise clients on estate planning

Fees

Our records indicate you are a nonmember. If you register, you will be charged $245.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $195.00
checkmark Standard Nonmember Fee $245.00

More program information

Instructor Susan Smith, CPA
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.