Vermont Society of Certified Public Accountants
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Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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Member Price: $159.00
Non-Member Price: $219.00

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Date/Time:
Feb 4, 2025, 1:30pm–5:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 4.00
Fields of Study:
Taxes
Level:
Basic
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.

Objective

  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Highlights

  • 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

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Prerequisite

None

Advanced Preparation

None
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