Estate and Life Planning Issues for the Middle-Income Client

Thursday, December 16 9:00am - 4:30pm

(Check-In 8:45am)

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8.00 Credits

Member Price $269.00

Price will increase by $35 on 12/9

Non-Member Price $394.00

Price will increase by $35 on 12/9


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.


  • The SECURE Act, including IRA and RMD changes 
  • Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers 
  • The CARES Act section 72(t) 10% early withdrawal penalty waiver 
  • The CARES Act temporary waiver of RMD rules 
  • 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 
  • Developments relative to estate tax, and the implications for planning

Designed For

CPAs who advise clients on estate tax planning


  • 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


By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.



William Taylor

WILLIAM F. (Bill) TAYLOR, CPA Water Valley, Mississippi

William F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states, and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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Non-Member Price $394.00

Member Price $269.00