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Choose CPE Format:

Live Webinar SELECT STARTING AT $219

Credits: 8

Qualifies For: IRS

$219

Upcoming webinars

December 13, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Neil Brown, CPA, CFP

January 04, 2017
09:00 am - 05:00 pm (EST)

Instructor(s): Neil Brown, CPA, CFP

See More Upcoming Webinar Dates >

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Self-StudySELECT STARTING AT $125

Downloadable PDF

Credits: 8

Qualifies For: IRS

$125

Textbook

Credits: 8

Qualifies For: IRS

$140
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

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.

Major Topics:

  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Identifying inheritance and death tax states, 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 health care
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella liability, disability, and life
  • Sample documents that can facilitate loans to children
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Elder care planning
  • The latest information on the portability of the deceased spouse’s unused exemption amount

Learning 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

Who should take this course:

Designed for:

CPAs who advise clients on tax planning

Prerequisite:

None

Advanced Preparation:

None

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  • Courses range from 2-20 credits

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  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

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  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

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