Back to Search

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

CPE

When
Dec. 13
9:00 a.m. - 5:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $239 | Nonmember: $339


 More Information

Course No.
PMIC-2018-01-WEBNR-347-01
Level
Basic
Prerequisites
None
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

  • 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

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
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Elder care planning
  • The latest information on the portability of the deceased spouse’s unused exemption amount


Speaker(s)

Neil Brown, CPA, CFP®

 

Neil Brown currently advises clients at Burkett Financial Services (BFS) on a wide variety of personal financial planning issues, including distributions, retirement, income tax, insurance, education, investments, and estate tax. Prior to joining BFS, Mr. Brown headed the financial planning department at a large fee-only financial planning firm. Prior to that, he was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte and Touché, where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income, and estate planning.

 

In addition to his membership in several CPA and financial planner organizations, Mr. Brown was also the Program Coordinator for the CFP® Certification Education Programs at Midlands Technical College and the University of South Carolina, as well as a national instructor for Keir Educational Resources’ CFP® review.  He has also been quoted in and authored articles for various financial-planning publications.

 

Mr. Brown received both his bachelor’s degree in business and his Master of Accountancy from the University of South Carolina.

 

 

 

 


You May Also Like

Annual Tax Update: Individuals and Sole Proprietors
Dec. 13 | Harrisburg
Learn what’s new and what's changed in federal individual income tax and how it applies to real-world taxpayers. Discuss the latest tax legislation, court decisions, and IRS pronouncements. Gather insight ...
Complete Guide to Payroll Taxes and 1099 Issues Webinar
Dec. 13 | Webinar
Distinguish an employee from an independent contractor and understand the relief available to employees who misclassify Understand how to complete Forms ...
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Dec. 14 | Cranberry
Identify who is entitled to retirement benefits and in what amounts, as well as what factors to consider in determining when to take benefits. Discuss taxation of Social Security benefits ...