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Course Name:
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SELECT ESTATE AND LIFE PLANNING ISSUES FOR THE MIDDLE-INCOME CLIENT
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Course ID:
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1146935 |
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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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This virtual course is a presentation having participants learn the comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0 Changes to the lifetime estate tax exemption in light of proposed regulations More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning. This course is designed for accounting professionals looking to assist middle salary clients. |
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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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4 Hrs
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On-line Course Schedule:
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Cost/Student:
Includes:
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$279.00
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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