Select Est. & Life Planning Issues for the Mid. Inc. Client Web. [PMI4]
Time: 12:30pm-4:00pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $155.00
Non-member: $225.00
Discussion Leader:
Susan Smith, CPA
more info
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
closeWebsite registration for this course closes on August 28, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Select Estate & Life Planning Issues for the Middle-Income Client Webcast (PMI4)August 29th, 2024 / 12:30 pm 4:00 pm
Live Webcast / Zoom
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 Accounting and Financial Professionals 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:
- Changes to the lifetime estate tax exemption in light of proposed regulations
- SECURE 2.0 updates
- 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
Learning Objectives:
- 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: Accounting and Financial Professionals who advise clients on estate planning
CPE Credits: 4, Taxation
Level of Knowledge: Basic
Prerequisite: None
Acronym: PMI4
Discussion Leader: Susan Smith, CPA
