Performing Tax Planning for Middle Income Clients (STEL)

Pre-requistes:

Knowledge Level:

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: