Training Course Details

Course Name:
VIRTUAL ESTATE AND LIFE PLANNING ISSUES FOR THE MIDDLE INCOME CLIENT
Course ID:
1133576
Provider Name:
MASSACHUSETTS SOCIETY OF CPAS
Approved for:
Description:
This virtual course is a must-attend for all CPAs who worth with middle-income clients and are looking for ways to provide additional quality services. Learning objectives include understanding estate planning issues unrelated to federal tax planning, inventory the documents to estate preservation, understand methods of providing for children and the spouse, applicable rates and tactics that may be used to minimize them, provisions you need in a will and much more. This course is designed for CPAs who advise clients on tax planning.
Training Subtype:
Basic Accounting
Location:
105 Chauncy Street
Boston, MA 02111
Program Results In:
Certificate
Course Length:
1 week(s)
Average No. of Hours/Week:
8 Hrs
On-line Course Schedule:
http://www.masscpas.org/cpe/listings/JS-PMIC+22/view
Cost/Student:
Includes:
$379.00
Tuition
Flat Rate Course:
(The cost of this course is based on a flat fee, regardless of the number of employees attending the course)
No
Performance Summary
 
Program Year (Most Recent):
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