Course

Select Estate & Life Planning Issues for the Middle-Income Client - Virtual Only

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Event Details

Tuesday, October 27, 2020

12:30pm – 4:00pm
(Registration: 12:00pm)

Location

Facility Pending

Webcast Only

Field of Study

  • Taxes

CPE Credit

4 hours CPE credit

Course Code

PMI4-44

Instructor

Level of Knowledge

Basic

Vendor

Surgent CPE LLC

Prerequisites

None.

Description

After much thought, MSCPA has decided to take all our CPE Classes till the end of December 2020 to virtual, this includes all conference. The risk of COVID-19 is just too high and we would not want any of you to get sick at one of our classes. All materials will be electronic.

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 middleincome clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Highlights

  • 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
  • Realistic retirement goals
  • Developments relative to estate tax, and the implications for 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

Designed For

CPAs who advise clients on estate planning.

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