Estate and Life Planning Issues for the Middle-Income Client WEBCAST

Thursday, January 6 8:00am - 4:00pm PST

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8.0 Credits

Member Price $259.00

Non-Member Price $309.00


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 CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.


The SECURE Act. including IRA and RMD changes Other major 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. The CARES Act temporary waiver of RMD rules. 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.



Designed For

CPAs who advise clients on estate tax planning.


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.







Edward Harter

Edward A. Harter is a general practitioner in Canton, Ohio who provides accounting and tax services to his clients.

Mr. Harter has been a partner in a multi-office firm with ten partners, a one-office firm with two partners, and a sole practitioner with only one support person. He has instructed CPE programs for 34 years and has presented CPE in all 50 states with consistent “excellent” ratings from program participants. He is continually commended for his ability to reduce complicated tax concepts to understandable English with his “real world” examples. In addition, he has held a number of leadership positions in The Ohio Society of CPAs.

Mr. Harter is a graduate of Kent State University.

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Non-Member Price $309.00

Member Price $259.00