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Estate & Life Planning Issues for the Middle-Income Client Simulcast

 
 December 7, 2018 from 8:00 am to 3:30 pm
 Online
 
8.0
19 / 3-633W
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.

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