Live Stream: Select Estate and Life Planning Issues for the Middle-Income Client
414 | Livestream | Basic | Scheduled
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. Continually updated with the latest guidance.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 3.33 | CLE |
Designed For
CPAs who advise clients on estate planning
Highlights
- More than 20 documents that clients should have that are neither a will nor a trust
- Provisions you need in a will
- Trusts and other arrangements for children
- Durable powers of attorney for healthcare and for financial matters
- Asset protection strategies
- Developments relative to estate tax changes
Objectives
- Understand various documents used in estate planning
- Identify use of trusts and other financial arrangements
- Know what issues clients confront, and potential solutions
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $169.00
- Non-Member
- $219.00
Instructors
John N. Sherrick, CPA, MA
John N. Sherrick is a partner of Sitrick & Associates, LLC in Bettendorf, Iowa. He prepares tax returns and financial statements for closely held companies and their owners. He also provides a variety of income tax, retirement, and estate-tax planning services for his clients. He also serves as an expert witness for business valuations and other tax and accounting issues. He is also a discussion leader for continuing education courses in the tax arena on a national level. John was recognized by the NCACPA as an Outstanding Seminar Speaker for 2013, and he is also the recipient of the 2011 James L. McCoy Discussion Leader of the Year Award as well as a Surgent Outstanding Discussion Leader Award.
John has over 45 years of experience in public accounting with local firms. His experience includes a wide variety of tax and accounting issues for small businesses in a number of industries. He also has had experience in auditing and taxation of not-for-profit organizations on the local and national level.
Sherrick received his Bachelor's degree in Economics and Business Administration from Knox College in Galesburg, Illinois. He then received his Master's degree in Accounting from the University of Iowa, in Iowa City, Iowa. He is licensed in both Iowa and Illinois and is a member of the Iowa Society of CPAs and the Illinois CPA Society.
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