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 CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
| year | 2022 |
|---|---|
| version | 01 |
| Credits | 4 |
| Company Code | Self Study |
| Format | On Demand |
| Yellow Book Approved | 0 |
| CFP Approved | 0 |
| IRS Approved | 1 |
| CTEC Approved | 0 |
| Field of Study Credits | Taxes (4) |
| Field of Study Department | Taxes |
| Course Version | 2022-01 |
| CPE Approved | 1 |
