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. Updated for developments relative to estate tax changes.
Objectives:
Understand various documents used in estate planning
Identify use of trusts and other financial arrangements
Know what issues clients confront, and potential solutions
Required Knowledge:
None
Who Should Attend?
Accounting and Financial Professionals who advise clients on estate planning
Qualifies for Yellowbook: No
Qualifies for Enrolled Agent: Yes
Field of Study: Taxes
CPE: 4.00