|Full time Accounting Educator:||None|
Clients think that estate planning applies only 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. Updated for developments relative to potential estate tax repeal, and the implications for planning.
NOTE: This course qualifies for PTIN credit. In order to receive PTIN credit, please note your PTIN number on the attendance record at the end of the course. Surgent will report credit at the end of each quarter.
If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email firstname.lastname@example.org
This event has already passed. If you have any questions, please contact us at 503-641-7200 or email email@example.com.