July 22, 2019

In-Person

Durango Public Library
1900 E 3rd Ave, Durango, La Plata County, Colorado 81301

8 CPE Credits

CANCELLED: Estate and Life Planning Issues for the Middle-Income Client

July 22, 2019
In-Person
8 CPE Credits

CANCELLED: Estate and Life Planning Issues for the Middle-Income Client

  • Instructor

    Neil
    Brown

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.

Learning 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

Major Topics

  • More than 20 documents that should be reviewed that are neither a will or 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
  • Asset protection strategies: upsides and downsides
  • Management of insurance: liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Elder care planning
  • The latest information on the portability of the deceased spouse’s unused exemption amount
  • Developments relative to estate tax, and the implications for planning

CPE Credits Available

8 CPE Credits
8
Taxes

Durango Public Library

1900 E 3rd Ave, Durango, La Plata County, Colorado 81301

Get Directions

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who advise clients on estate tax planning

Provider

Surgent CPE

This event has ended.