CPE Course Surgent's Estate and Life Planning Issues for the Middle-Income Client (PMIC)

December 13, 2017

9:00 AM — 5:00 PM

Location Webinar

Member Price $219.00
Non-member Price $249.00

Curriculum Taxation

Field of Interest

Level Beginning

Designed For

CPAs who advise clients on tax planning

8.00 credits

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  • 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


  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Identifying inheritance and death tax states, 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 health care
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella liability, disability, and life
  • Sample documents that can facilitate loans to children
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • Elder care planning
  • The latest information on the portability of the deceased spouse’s unused exemption amount
  • Post-election developments relative to potential estate tax repeal, and the implications for planning





Surgent McCoy CPE, LLC

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