by Fmeaddons

Performing Tax Planning for Middle Income Clients (STEL)

$65

Keep up with the best practices and strategies for middle income clients with this Performing Tax Planning for Middle Income Clients (STEL) CPE course.

SKU: STEL Category:

Description

For CPAs who work with middle-income clients, this is a perfect 4-credit CPE course to gain valuable tax planning strategies and provide your clients with the best service possible.

Major Topics

  • Trusts and other arrangements for children
  • More than 20 documents that clients should have that are neither a will nor a trust
  • Provisions you need in a will
  • Asset protection strategies
  • Durable powers of attorney for health care and for financial matters
  • Developments relative to estate tax changes

Learning Objectives

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

Designed For

CPAs who advise clients on tax planning

Prerequisites

None

Advance Preparation

None

Additional information

Course Acronym

Credits

Field of Study

Format

Level

Product Type

Qualifies For

State Board Accreditation

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