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
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
|
Standard Nonmember Fee |
$245.00
|