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Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

  • 10/20/2022
  • 8:00 AM - 11:30 AM
  • PMI4-2022-01-WEBNR-293-01

Registration


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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.


Major Topics:

  • Timely coverage of breaking tax legislation
  • Retirement planning in light of IRA and RMD changes
  • 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
    Objectives:
    • Understand various documents used in estate planning
    • Identify use of trusts and other financial arrangements
    • Know what issues clients confront, and potential solutions
    Designed for: CPAs who advise clients on estate planning

    Level: Basic

    Instructor: Michael Frost, CPA

    CPE Credits: 4

    Area of Study: Taxes (4)


    Visit Us:

    3100 South Columbia Road
    Suite 500
    Grand Forks, ND 58201

    Contact Us: 

     (701) 775-7111
    or (877) 637-2727
    Email: info@ndcpas.org

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