Performing Tax Planning for Middle Income Clients (STEL)

Customer Rating
Field of Study
Taxes
Level
Basic
Credits
4
Qualifies For
IRS CPE



Price:  $ 39.99

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.

Additional information

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

Pre-requistes:

None

Knowledge Level:

Basic

Major Topics:

  • Comprehensive coverage of the Inflation Reduction Ace of 2022
  • Provisions you need in a will
  • Developments relative to estate tax, and the implications for planning
  • More than 20 documents that clients should have that are neither a will nor a trust
  • Realistic retirement goals
  • Trusts and other arrangements for children
  • Durable powers of attorney for healthcare and for financial matters
  • The SECURE Act, including IRA and RMD changes

Learning Objectives:

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

Designed For:

CPAs who advise clients on tax planning

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)