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.
MAJOR TOPICS: 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.
Would you prefer to receive printed materials in addition to electronic materials?
Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.
If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.