June 8, 2022

In-Person

Hilton Garden Inn - Orange Beach
23092 Perdido Beach Blvd, Orange Beach, Baldwin County, Alabama 36561-3000

4 Total CPE Credits

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

  • Instructor

    Michael Frost

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.

 

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Learning Objectives

  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Major Topics

  • The SECURE Act, including IRA and RMD changes
  • Major provisions of the proposed Securing a Strong Retirement Act of 2020 (The "SECURE Act 2.0")
  • More than 20 documents that should be reviewed that are neither a will nor 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

CPE Credits Available

4
Total CPE
4
Taxes

Hilton Garden Inn - Orange Beach

23092 Perdido Beach Blvd, Orange Beach, Baldwin County, Alabama 36561-3000

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Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs who advise clients on estate planning

Provider

SURGENT

This event has ended.