Log in

Join      Renew      Advertise      Directory

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

  • 12/07/2022
  • 12:30 PM - 4:00 PM
  • PMI4-2022-01-WEBNR-341-01


Registration is closed
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 estate tax changes.

Major Topics:

  • Timely coverage of breaking tax legislation
  • Retirement planning in light of IRA and RMD changes
  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Provisions you need in a will
  • Trusts and other arrangements for children
  • Durable powers of attorney for healthcare and for financial matters
  • Realistic retirement goals
  • Developments relative to estate tax, and the implications for planning


  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Designed for: CPAs who advise clients on estate planning

    Level: Basic

    Instructor: Michael Frost, CPA

    CPE Credits: 4

    Area of Study: Taxes (4)

    Prerequisite: None

    Visit Us:

    3100 South Columbia Road
    Suite 500
    Grand Forks, ND 58201

    Contact Us: 

     (701) 775-7111
    or (877) 637-2727

    Connect with us:

    Powered by Wild Apricot Membership Software