Knoxville Account Fest: Select Estate and Life Planning Issues for the Middle-Income Client

449  |  Course  |  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 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.

Credits

Number of Credits Type of Credits
4.00 Taxes
4.00 CFP
3.33 CLE

Designed For

Accounting and Financial Professionals who advise clients on estate 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
  • 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

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
$219.00
Non-Member
$269.00
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

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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