Live Stream: Estate and Life Planning Issues for the Middle-Income Client

163  |  Livestream  |  Basic  |  Scheduled

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.

Credits

Number of Credits Type of Credits
8.00 Taxes
8.00 CFP
6.75 CLE

Designed For

Accounting and Financial Professionals who advise clients on estate tax planning

Highlights

  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • SECURE 2.0 updates
  • 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

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

Prices

Member (Early Bird)
$299.00
Non-Member (Early Bird)
$399.00
Member
$299.00
Non-Member
$399.00
Your Price: $399.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.

$30.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Instructors

Kevin L. Miller, CPA

Kevin is a graduate of Western Michigan University in Kalamazoo, Michigan, where he studied Accounting and Finance. Kevin joined TruNorth Capital in 2019 with approximately 15 years of industry experience.

He is a licensed Certified Public Accountant (CPA) in the state of Michigan. He carries the Certified Financial Planner designation. Professionals carrying the CFP designation have completed extensive training and experience requirements and are held to rigorous ethical standards. Kevin also carries the Certified Private Wealth Advisor designation, which expands on the complexities many families face when creating their financial goals.

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