21WS-0753: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Thursday, October 21, 2021
8:00am - 11:30am Central Time
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 CPAs 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
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The SECURE Act, including IRA and RMD changes
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More than 20 documents that should be reviewed that are neither a will nor trust
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Provisions you need in a will
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Trusts and other arrangements for children
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Durable powers of attorney for healthcare and for financial matters
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Realistic retirement goals
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Developments relative to estate tax, and the implications for planning
Learning objective(s)
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Understand various documents used in estate planning
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Identify use of trusts and other financial arrangements
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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
$139.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$139.00
|
 Standard Nonmember Fee |
$139.00
|
