Estate and Life Planning Issues for the Middle-Income Client Webcast
May 26 8:00 - 4:00 p.m.
Online
8-Tax CPE Credits
Provide expanded estate planning guidance to middle-income clients. Discuss documents relevant to estate preservation beyond wills and trusts. Understand the methods of providing for children and the spouse, and avoiding loss of capital and passive losses at death. Highlights
More than 20 documents that should be reviewed that
are neither a will nor trust
Applicable rates and the tactics that may be used to
minimize them
Reducing the impact of ancillary administration
Will provisions
Trusts for children
Durable powers of attorney for financial and health
care matters
Asset protection strategies: upsides and downsides
Management of insurance: umbrella liability,
disability, and life
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
Developments relative to potential estate tax repeal,
and the implications for planning
SECURE Act, including IRA and RMD changes
Other major SECURE Act provisions, such as the expansion of section 529
plans and 401(k) access to part-time workers
CARES Act section 72(t) 10% early withdrawal penalty waiver
CARES Act temporary waiver of RMD rules
Registration
PICPA Member: $285 Nonmember: $385
More Information
Course No.
714900
Level:
Basic
Prerequisites:
None
Notes
Accepted for CFP® and IRS credits.
Speaker(s)
Michael Reilly
Michael E. Reilly
Michael E. Reilly, CPA, ChFC, CLU, CASL Sole
Practitioner
Michael E. Reilly, CPA,
is a sole practitioner with offices in West Chester, PA. His
practice focuses on tax and financial planning and consulting for
individuals and small businesses.
In addition to maintaining his practice, Mr. Reilly has been an adjunct
professor at several colleges and was a visiting professor of Economics and
Business at Lafayette College.
Mr. Reilly earned his bachelor’s degree in business administration with an
accounting concentration from Temple University and his master of taxation
degree from Villanova University School of Law. He also holds the Chartered
Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
designations from the American College.