Memphis Account Fest: Select Estate and Life Planning Issues for the Middle-Income Client
383 | Course | Basic | Scheduled
Clients often believe that estate planning is only for the wealthy. However, in reality, there are many critical issues that middle-income clients 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. The course has been updated to include developments related to estate tax changes.
|Number of Credits||Type of Credits|
Accounting and Financial Professionals who advise clients on estate planning
- 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
- 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
- Member (Early Bird)
- Non-Member (Early Bird)
Pamela J. Davis-Vaughn, CPA
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas.
Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington.
Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas.
Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York, and a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.Back to Instructors