Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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 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.

NOTE: This product is a downloadable PDF of the course manual.  Upon reading the course materials, you will complete an online exam and receive CPE credit with a passing grade of 70% or higher.

Highlights

• More than 20 documents that clients should have that are neither a will nor a 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

Designed For

CPAs who advise clients on estate 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

Notice

You will receive an email from Surgent CPE with instructions to access this product.