Events Search
  Summary & Check Out (0)
Monday, November 13, 2023 Live Webcast

Select Estate and Life Planning Issues for the Middle-Income Client (E2311182)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4 CPE Credits in TX

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs who advise clients on estate planning

BENEFITS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP Credit
  • Qualifies for IRS credit

INSTRUCTOR

Michael Reilly

Michael E. Reilly, CPA, ChFC, CLU, MT
(3.7)

Surgent Professional Education

Read bio

PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR