Estate and Life Planning Issues for the Middle-Income Client (PMIC19)
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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. Updated for developments relative to tax reform.

 Export to Your Calendar 10/22/2019
When: October 22, 2019
8:30 AM until 4:30 PM
Where: Hilton Garden Inn/Homewood Suites
2015 Old Minden Road
Garden Event Center
Bossier City, Louisiana  71111
United States
Presenter: Pam Davis


Online registration is available until: 10/22/2019
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Acronym PMIC19
CPE 8 hours
Vendor Surgent
Category
Taxation
Level Basic
Yellow Book? No
Registration Early Bird Standard
Members* $315 $365
CPA Non-Members $415 $465
The Early Bird rate is good through 10/7.

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description
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. Updated for developments relative to tax reform.

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 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
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella 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

Designed For: CPAs who advise clients on estate tax planning

Prerequisite: None