Estate & Life Planning Issues for the Middle-Income Client

8:30 am–4:15 pm ET

# of CPE Credits



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 CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.


* 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


* The SECURE Act, including IRA and RMD changes * Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers * The CARES Act  section 72(t) 10% early withdrawal penalty waiver * The CARES Act temporary waiver of RMD rules * 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

Who Should Attend

CPAs who advise clients on estate tax planning

Required Knowledge


Advanced Prep


Event Speaker(s)

Neil Brown ( Surgent CPE, LLC, Pasadena, MD ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Share This Event

Event Vendor:Surgent CPE, LLC
Field of Study:Finance
Level: Basic
Other:CFP Approved

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0025222

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
CPE Sponsors LogoThe 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/.

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