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
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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. Receive updates relative to potential estate tax repeal and the implications for planning.
Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Basic
