Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
Provider: Surgent Accounting and Financial Education
Taxes
4 CPE Credits
Basic
QAS self study
IRS EA Federal Taxation
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 course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.