Surgent's Select Estate and Life Planning Issues for the Middle-Income Client Download
Available Until
Virtual
4.00 Credits
Member Price $79.00
Non-Member Price $79.00
Overview
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.
Highlights
- 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
Prerequisites
None
Designed For
Accounting and Financial Professionals 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
Preparation
None
Non-Member Price $79.00
Member Price $79.00