
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX575/23)
Event Description
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.
Designed For
CPAs who advise clients on estate planning
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 Subjects
- The SECURE Act, including IRA and RMD changes
- Major provisions of the proposed Securing a Strong Retirement Act of 2020 (The “SECURE Act 2.0”)
- 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
Prerequisites
None
Instructions
None