[WEB] Select Estate and Life Planning Issues for the Middle-Income Client

Course Details

Date

Wednesday, August 17, 2022

8:30am – 12:00pm
(Registration: 8:30am)

Course Number

PMI4

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

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

Highlights

  • The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations
  • Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers
  • Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
  • 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

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 8, 2022.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 8, 2022.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $350.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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