Performing Tax Planning for Middle Income Clients (STEL)

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



Price:  $ 39.99

Additional information

year

2022, 2024

version

01

Credits

4

Format

On Demand

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
100%
(3)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
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)