(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.
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.
Participants will be able to:
COURSE ACRONYM: FET
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Intermediate
ADVANCE PREPARATION: None
FIELD OF STUDY: Specialized Knowledge
RECOMMENDED CPE CREDIT: 8 hours
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.