Live Stream: Estate and Life Planning Issues for the Middle-Income Client

358  |  Livestream  |  Basic  |  Scheduled

Description

Clients often believe that estate planning is only for the wealthy. However, in reality, there are many critical issues that middle-income client need to plan for. This course is a must-attend for all accounting and financial professionals who work with middle-income clients and want to provide high-quality services. This course has been updated to include the latest guidance.

Credits

Number of Credits Type of Credits
8.00 Taxes
8.00 CFP
6.75 CLE

Designed For

Accounting and Financial Professionals who advise clients on estate tax planning

Highlights

  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • 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
  • Realistic retirement goals
  • Management of insurance: liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Developments relative to estate tax, and the implications for planning

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

Prices

Member (Early Bird)
$299.00
Non-Member (Early Bird)
$399.00
Member
$299.00
Non-Member
$399.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

John M. Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting.

John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics.

John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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