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8.0 Credits

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. Continually updated with the latest guidance.


  • • Understand estate planning issues unrelated to federal tax planning
  • • Inventory the documents relevant to estate preservation
  • • Understand methods of providing for children and the spouse

Major Topics

  • • The SECURE Act, including IRA and RMD changes
  • • More than 20 documents that should be reviewed that are neither a will nor trust
  • • Applicable rates, and tactics that may be used to minimize them
  • • Reducing the impact of ancillary administration
  • • Provisions you need in a will
  • • When a trust is needed for children
  • • Durable powers of attorney, for financial matters and for healthcare
  • • Realistic retirement goals
  • • Management of insurance: liability, disability, and life
  • • Dealing with marriage and divorce
  • • Titling assets effectively
  • • Avoiding the loss of capital and passive losses at death
  • • Portability of the deceased spouse’s unused exemption amount
  • • Developments relative to estate tax, and the implications for planning

Designed For

CPAs who advise clients on estate tax planning


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Course Materials:


Your registration fee includes an electronic copy of the course manual. Your eMaterials will be available for download in the "My CPE" area of the website one week before the program date. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website. Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

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Access instructions for this livestream seminar will be emailed several days prior to the program date.