Surgent's 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. Continually updated with the latest guidance.

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 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

Objectives

• 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

Notice

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