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.
Objective
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
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Accounting and Financial Professionals who advise clients on estate tax planning
Credit Types
- CPE – Taxes
Event Speaker(s)
Event Level:Basic
Event Code:WLS04426
External ID:WLS04426
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Taxes
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WLS04426: Registration – Member | Mem | $305 |
| WLS04426: Registration – Non-Member | NM | $505 |
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.