September 22, 2021


Webinar


4 Total CPE Credits

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Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

  • Instructor

    Michael Frost

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 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

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who advise clients on estate planning

Provider

SURGENT

This event has ended.