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

Dec 6
1:30 - 5:30 p.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 Accounting and Financial Professionals 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
  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • 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: $159
Nonmember: $209

More Information

Course No. PMI4-2023-01-WEBNR-340-01

Level: Basic

Prerequisites: None

Notes
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.

Speaker(s)

Michael Frost

Surgent McCoy CPE LLC