Overview 8.0 Credits ONLINE 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 working with middle-income clients looking for ways to provide additional quality services. It is continuously updated with the latest guidance.
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 Major provisions of the Biden administration's proposed "American Families Plan" 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 Major provisions of the proposed Securing a Strong Retirement Act of 2020 (The "SECURE Act 2.0") 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
Sessions Please select the appropriate session or option below to continue with your online purchase Wednesday, September 11, 2024 General Sessions Ematerials
