Select Estate and Life Planning Issues for the Middle-Income Client Webcast
Nov 2 8:00 - 11:30 a.m.
Online
4-Tax CPE Credits
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. Highlights
Timely coverage of breaking tax legislation
Retirement planning in light of 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
Registration
PICPA Member: $139 Nonmember: $189
More Information
Course No.
714700
Level:
Basic
Prerequisites:
None
Notes
This is a 4 credit webcast
Speaker(s)
John Kilroy
John M. Kilroy, CPA
JOHN M KILROY
John Kilroy is a managing member of
iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area.
John engages clients in financial and tax planning, as well as preparing tax
returns for individuals, corporations, partnerships, estates, and trusts. John
is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University
with a BS in Accounting. John is a member of the Pennsylvania Institute of
Certified Public Accountants and the Financial Planning Association (FPA).
Within the FPA, John has served as a board member of the Philadelphia Tri-State
chapter and on its education and finance committees. John is an adjunct faculty
member for the Temple University Certificate of Financial Planning Program. He
is a frequent speaker and facilitator on tax and financial planning topics. John
has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com.
He has written for the Journal of Financial Planning, and is a contributor to
Retirement Weekly. John has also discussed financial and tax planning issues on
various radio outlets.