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

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



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 internet-based
CPE Credit: Taxes
Program Level: Basic