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Course Name:
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ESTATE AND LIFE PLANNING ISSUES FOR THE MIDDLE-INCOME CLIENT
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Course ID:
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1136731 |
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Provider Name:
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MASSACHUSETTS SOCIETY OF CPAS
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Approved for:
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Description:
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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 virtual course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance. Highlights include major provisions of the Biden administration’s proposed “American Families Plan”, the SECURE Act, including IRA and RMD changes, SECURE Act provisions, such as expansion of Section 529 plans and 401(k) access to part-time workers, the CARES Act section 72(t) 10% early withdrawal penalty waiver and the CARES Act temporary waiver of RMD rules. |
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Training Subtype:
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Basic Accounting
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Location:
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105 Chauncy Street
Boston, MA 02111
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Program Results In:
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Certificate
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Course Length:
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1 week(s)
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Average No. of Hours/Week:
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8 Hrs
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On-line Course Schedule:
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http://www.masscpas.org/cpe/152558mb:estate-and-life-planning-issues-for-the-middle-income-client
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Cost/Student:
Includes:
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$419.00
Tuition
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Flat Rate Course:
(The cost of this course is based on a flat fee, regardless of the number of employees attending the course)
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No
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Performance Summary
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Program Year (Most Recent):
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