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Surgent’s Estate and Life Planning Issues for the Middle-Income Client Download (SU1863/23)

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Surgent’s Estate and Life Planning Issues for the Middle-Income Client Download (SU1863/23)

Member Price $159
Non-Member Price $189
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May 1, 2023 @ 1:00 am - April 30, 2024 @ 1:00 am

Event Description

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. Continually updated with the latest guidance.

Designed For

Accounting and Financial Professionals who advise clients on estate tax planning


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 Subjects

Coverage of the Inflation Reduction Act of 2022 The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations 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 Developments relative to estate tax, and the implications for planning






May 1, 2023 @ 1:00 am
April 30 @ 1:00 am
$2 – $2023


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