Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
Date/Time
12/4/2024
12:30 PM - 4:00 PM Central
12:30 PM - 4:00 PM Central
Course Registration
Credits
4 Credits
Event Type(s)
Webinars
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.
Objectives:
Presenters:
Michael Frost, CPA
Field of Study:
Taxes (4)
Major Topics:
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, CPA
Field of Study:
Taxes (4)
Major Topics:
- Changes to the lifetime estate tax exemption in light of proposed regulations
- SECURE 2.0 updates
- 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
Webinar
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