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Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX794/24)

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 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.

Designed For

Accounting and Financial Professionals who advise clients on estate planning


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

Coverage of the Inflation Reduction Act of 2022 The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 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