Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
Tuesday, February 04, 2025
Webcast or Webinar, Online
1:30 PM - 5:00 PM (opens at 1:00 PM) EST
4Credits
Technical Business
Registration is Open
Members
$159.00 Regular Price
Non-Members
$219.00 Regular Price
CPE PowerPass Users
Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$80.00 Members / $112.00 Non-Members
Don't have a CPE PowerPass? Click
here to find out more about the CPE PowerPass program.
Course Type: Webcast
Course Code: 24/SUPMI440
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
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