Estate & Life Planning Issues for the Middle-Income Client

December 7, 2018 from 8:00 a.m. to 3:30 p.m.

Richmond

8.0

19 / 3-633

Designed For:

Understand estate-planning issues unrelated to federal tax planning Inventory the documents relevant to estate preservation Understand methods of providing for children and the spouse

Prerequisite:

None

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. Receive updates relative to potential estate tax repeal and the implications for planning.

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Basic