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