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About this item

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.

Why Attend?

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

Who Should Attend?

CPAs who advise clients on estate planning

This virtual seminar is being offered through our partnership with Midwest State CPA Societies.  Instructions for how to launch the course will follow.

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