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

Available Until Friday, April 30

Online

8.00 Credits

Member Price $125.00

Non-Member Price $250.00

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.

Non-Member Price $250.00

Member Price $125.00