CPE Course Information
General Information
Course Number: | 0206124 |
Course Title: | In Person & Webinar: Surgent Estate and Life Planning Issues for the Middle Income Client |
Description: | Please note: If you choose the CPE only option for this meeting, you are choosing to attend virtually via webinar. Webinar Bundle not valid on this webinar. The course material will only be provided digitally; no paper copies will be distributed. Overview: 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. Major Topics: Changes to the lifetime estate tax exemption in light of proposed regulations, SECURE 2.0 updates, 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 Learning 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 Designed for: Accounting and Financial Professionals who advise clients on estate tax planning |
Speaker: | John Kilroy, CPA, CFP |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Buxmont Chapter |
Date: | 06/21/2024 |
Number of Days: | 1 |
Location: | Trevose, Radisson Hotel Philadelphia Northeast |
Address: |
2400 Old Lincoln Highway 1/4 Mile South of PA Turnpike Interchange 351 Trevose, PA 19053 |
CPE Credits: | 8 Credits Tax (Federal) |
Host Chapter(s): | Buxmont |
Meal: |
Day 1 Choices Grilled Chicken Florentine w/Spinach Cream Sauce Pan Seared Salmon, Lemon Caper Sauce (Veg. option) Israeli Cous Cous and Vegetable Stir Fry Egg Plant |
Registration Information
Registration Begins: | 7:00 a.m. |
Start Time: | 8:00 a.m. |
End Time: | 4:30 p.m. |
CPE Only Pricing
CPE Only Member Rate: | 260.00 |
CPE Non-Member Rate: | 340.00 |
Early Bird Pricing
Early Bird Deadline: | 06/02/2024 |
PSTAP Member Rate: | 260.00 |
Non-Member Rate: | 340.00 |
Pricing
PSTAP Member Rate: | 300.00 |
Non-Member Rate: | 340.00 |
Cancellation Policy
Cancellations received after June 17, 2024 will be refunded less a $30 service fee. No refunds will be granted after link to access webinar has been sent. Please check spam/junk folder. No show, no refund - no exceptions. |
Additional Information
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