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PRODID://NDCP//499071
BEGIN:VEVENT
DTSTAMP:20260430T054912
VTIMEZONE:America/Chicago
DTSTART:20261013T173000Z
DTEND:20261013T210000Z
UID:499071
SUMMARY:Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
LOCATION:Webinar
DESCRIPTION:Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)\n\n10/13/26 12:30 PM CST\n - 10/13/26 04:00 PM CST\Description:\nClients 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.Objectives:
 Understand various documents used in estate planning
 Identify use of trusts and other financial arrangements
 Know what issues clients confront, and potential solutions
 Presenters:Michael Frost, CPAField of Study:Taxes (4)Major Topics:
 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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)<br /><br />10/13/26 12:30 PM CST - 10/13/26 04:00 PM CST<br />Description:<br />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.<br><br><b>Objectives:</b><br><ul>
    <li>Understand various documents used in estate planning</li>
    <li>Identify use of trusts and other financial arrangements</li>
    <li>Know what issues clients confront, and potential solutions</li>
</ul><br><b>Presenters:</b><br>Michael Frost, CPA<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>Changes to the lifetime estate tax exemption in light of proposed regulations</li>
    <li>More than 20 documents that should be reviewed that are neither a will nor trust</li>
    <li>Provisions you need in a will</li>
    <li>Trusts and other arrangements for children</li>
    <li>Durable powers of attorney for healthcare and for financial matters</li>
    <li>Realistic retirement goals</li>
    <li>Developments relative to estate tax, and the implications for planning</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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