Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

Register Now
  • Location
    • Your Space
      Your Space
      Self Study - Surgent, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Taxes (Technical) (4.00)
  • Prerequisites
    • None

  • Vendor
    • Surgent
  • Level
    • Basic
  • Fields of Study
    • Taxes
  • Message
    • When & Where You Want

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 Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Type = On-Demand Webcast

  • Qualifies for IRS CE Credit
  • Designed For

    Accounting and Financial Professionals who advise clients on estate planning

    Objectives

    • Understand various documents used in estate planning
    • Identify use of trusts and other financial arrangements
    • Know what issues clients confront, and potential solutions

    Highlights

    • Changes to the lifetime estate tax exemption in light of proposed regulations
    • SECURE 2.0 updates
    • More than 20 documents that should be reviewed that are neither a will nor trust
    • Provisions you need in a will
    • Trusts and other arrangements for children
    • Durable powers of attorney for healthcare and for financial matters
    • Realistic retirement goals
    • Developments relative to estate tax, and the implications for planning

    Advanced Prep

    None

    Register Now

    ← Back to List