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. Updated for developments relative to estate tax changes.
Objective
Understand various documents used in estate planning Identify use of trusts and other financial arrangements Know what issues clients confront, and potential solutions
Credit Types
- CPE – Taxes
Event Level:Basic
Event Code:PMI4-2026-01-WEBNR-34-01
External ID:WRS191225
Fields of Study:CPE - Taxes
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Member | Member | $160 |
| Non Member | Non Member | $320 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.