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