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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. Updated for developments relative to estate tax changes.

Objectives

  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Highlights

  • Coverage of the Inflation Reduction Act of 2022
  • The 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
  • OtherĀ  major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers
  • Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 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

Who Will Benefit

Accounting and Financial Professionals who advise clients on estate planning

Credits

Category Amount
Tax 4.00

Leaders

  • William Taylor

    William (Bill) F. Taylor 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 American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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