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

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Monday, August 3, 2020 @ 8:30am 4:30pm
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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.


Category Amount
Taxation 8.00

Course 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.


William F. Taylor

William F. Taylor

William F. (Bill) Taylor, CPA is President of Benefit Solutions, Ltd., a benefit consulting firm based in Water Valley, Mississippi, and a CPA in private practice. Bill has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. He was awarded the AICPA Outstanding Discussion Leader award for 2008. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.