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Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 10/14/2025 from 1:30 pm to 5:00 pm
 Thu, 10/16/2025 from 9:00 am to 12:30 pm
 Tue, 10/28/2025 from 1:30 pm to 5:00 pm
 Wed, 12/03/2025 from 1:30 pm to 5:00 pm
 Tue, 02/03/2026 from 1:30 pm to 5:00 pm
Designed For:

Accounting and Financial Professionals who advise clients on estate planning

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 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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.