December 9, 2026


Live Webcast


8 CPE Credits

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

December 9, 2026
Live Webcast
8 CPE Credits

Estate and Life Planning Issues for the Middle-Income Client (PMIC)

  • View Bio

    Instructor

    Michael
    Frost

    View Bio

Learning Objectives

Understand estate planning issues unrelated to federal tax planning Inventory the documents relevant to estate preservation Understand methods of providing for children and the spouse

Major Topics

Comprehensive coverage of the One Big Beautiful Bill Act More than 20 documents that should be reviewed that are neither a will nor trust Applicable rates, and tactics that may be used to minimize them Reducing the impact of ancillary administration Provisions you need in a will When a trust is needed for children Durable powers of attorney, for financial matters and for healthcare Realistic retirement goals Management of insurance: liability, disability, and life Dealing with marriage and divorce Titling assets effectively Developments relative to estate tax, and the implications for planning

CPE Credits Available

8 CPE Credits
8
Tax

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and Financial Professionals who advise clients on estate tax planning

Provider

Surgent Professional Education

Register For This Event

  • ARCPA Member

    $ 300 300
    Join
  • ARCPA Non-Member

    $ 400 400
    Your Price

Please login to register.