Overview

8.0 Credits
ONLINE

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. The material is updated with the latest guidance.

Objectives

  •     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

Major Topics

  • The SECURE Act, including IRA and RMD changes
  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Applicable rates, and tactics that may be used to minimize them
  • Reducing the impact of ancillary administration
  • Provisions you need in a will
  • When a trust is needed for children
  • Durable powers of attorney, for financial matters and for healthcare
  • Realistic retirement goals
  • Management of insurance: liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Portability of the deceased spouse‚Äôs unused exemption amount
  • Developments relative to estate tax, and the implications for planning

Prerequisite

None

Advanced Preparation

None

Sessions

Please select the appropriate session or option below to continue with your online purchase

Wednesday, August 19, 2020

General Sessions
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