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Estate and Life Planning Issues for the Middle-Income Client (in collaboration with the FICPA)


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 Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Learning Objectives

<liUnderstand estate planning issues unrelated to federal tax planning</font
</li<liInventory the documents relevant to estate preservation</font
</li<liUnderstand methods of providing for children and the spouse</font </li</ul</ul
</font </div

Major Topics

<liThe SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations</font
</li<liOther major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers</font
</li<liChanges to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations</font
</li<liMore than 20 documents that should be reviewed that are neither a will nor trust</font
</li<liApplicable rates, and tactics that may be used to minimize them</font
</li<liReducing the impact of ancillary administration</font
</li<liProvisions you need in a will</font
</li<liWhen a trust is needed for children</font
</li<liDurable powers of attorney, for financial matters and for healthcare</font
</li<liRealistic retirement goals</font
</li<liManagement of insurance: liability, disability, and life</font
</li<liDealing with marriage and divorce</font
</li<liTitling assets effectively</font
</li<liDevelopments relative to estate tax, and the implications for planning</font </li</ul</ul

Maryland Association of CPAs
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

Accounting and Financial Professionals who advise clients on estate tax planning



Live Online – via FICPA On24 Link
Event Information
Jun 6, 2023
8:30 am - 4:00 pm EDT
Live Online – via FICPA On24 Link
Total CPE Credits
Live Webcast


$ (% off)


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Estate and Life Planning Issues for the Middle-Income Client (in collaboration with the FICPA)

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