Nashville Account Fest: Select Estate and Life Planning Issues for the Middle-Income Client
465 | Course | 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. Updated for developments relative to estate tax changes.
A Live Stream version of this event is available here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 4.00 | CFP |
| 3.33 | CLE |
Designed For
CPAs who advise clients on estate planning
Highlights
- The SECURE Act, including IRA and RMD changes
- 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
- 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
- Coverage of the Inflation Reduction Act of 2022
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
- $194.00
- Non-Member
- $244.00
Instructors
William F. Taylor, CPA
Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.
A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.
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