Select Estate and Life Planning Issues for the Middle-Income Client (PMI4) (Downloadable PDF)
Provider: Surgent Accounting and Financial Education
Taxes
4 CPE Credits
Basic
QAS self study
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.