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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Financial, Estate, and Tax Planning for Individuals Over 55 (FET)

(Updated for the Tax Cuts and Jobs Act) 8-Hour Program

WHY ATTEND THIS COURSE?

The next decade will see $30 trillion of accumulated wealth transferred from one generation of Americans to the next. That is the largest such change in recorded history. Often, older clients desperately need help with problems they do not even know they have. This program prepares practitioners to talk with their clients about qualified retirement plans and IRA distributions, Social Security, Medicare, Medicaid, and long-term care insurance; and work with any current changes to estate taxation, and effective use of trusts in wealth transfer planning.

DESIGNED FOR...

Practitioners whose client base is aging and who need background in counseling for pre-retirement, retirement, and wealth transfer. May also be suitable for public practice.

OBJECTIVE

Participants will be able to:

  • Determine cash flow needs during retirement
  • Establish accumulation goals
  • Explain the value and purpose of revocable living trust arrangements
  • Explain Medicaid Trusts, Durable Powers of Attorney, and Living Wills
  • Advise on maximization of Social Security, Medicare Supplement, and Prescription Drug plans
  • Use common planning tools to maximize IRA benefits
  • Advise on tax free wealth transfer planning opportunities

MAJOR SUBJECTS

  • Social Security benefits
  • Medicare coverage and limitations
  • Medicaid eligibility
  • Revocable living trusts
  • Ownership of life insurance policies and planning opportunities using existing policies
  • Living wills, durable powers of attorney
  • Taxation of pension distributions
  • Long-term care insurance
  • Estate and gift planning taking into account changes in the lifetime exclusion under the Tax Cuts and Jobs Act

COURSE ACRONYM: FET

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Intermediate

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Specialized Knowledge

RECOMMENDED CPE CREDIT: 8 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.