Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
Available Anytime
Location:
Online
4Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$189.00 Regular Price
Product Code: SU24-PMI4-SSWC
Level: Basic
Vendor: Surgent
Field of Study: Taxes
Overview:
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.Objectives:
- Understand various documents used in estate planning
- Identify use of trusts and other financial arrangements
- Know what issues clients confront, and potential solutions
Major Topics:
- 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
Designed For:
Accounting and Financial Professionals who advise clients on estate planningPrerequisite:
NoneAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.