Live Stream: Estate and Life Planning Issues for the Middle-Income Client
276 | 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)
- $309.00
- Non-Member (Early Bird)
- $429.00
- Member
- $309.00
- Non-Member
- $429.00
Instructors
William F. Taylor, CPA
Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.
A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.
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