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Friday, November 20, 2020 Webcast

Estate and Life Planning Issues for the Middle-Income Client (E2011251)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST



8.0 CPE Credits in TX


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.

This course features a live instructor and has been specifically designed for the NJCPA.


CPAs who advise clients on estate 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


  • The SECURE Act, including IRA and RMD changes
  • 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
  • Asset protection strategies: upsides and downsides
  • Management of insurance: umbrella liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Avoiding the loss of capital and passive losses at death
  • The latest information on the portability of the deceased spouse’s unused exemption amount
  • Developments relative to estate tax, and the implications for planning








  • This seminar qualifies for CFP credit.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.


Charles Borek

Charles A. Borek, CPA, J.D., M.B.A.

Surgent Professional Education

Charles A. (“Chuck”) Borek, CPA, J.D., M.B.A., Chuck Borek is the founder of the Borek Group, LLC, a professional education and consulting firm located in Columbia, Maryland, where he serves as CEO and chief counsel. In addition to his professional education and consulting activities, he continues to practice tax and business law as Of Counsel to the law firm of Davis, Agnor, Rapaport, & Skalny, LLC and regularly appears before the IRS and in U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a variety of topics associated with law, accounting, and taxation. Borek served as editor-in-chief of law review and was awarded the 1993 Law Faculty Award for outstanding scholarship, leadership, and service at the University of Baltimore. After practicing law for several years in Baltimore, he was appointed associate professor of accounting and business law at Prince George’s Community College and later served as a visiting assistant professor of law at the University of Baltimore School of Law and, following the conclusion of his visitorship, he practiced public accounting as a principal in a Washington D.C.-area CPA firm for five years. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He currently holds an appointment as adjunct professor of law at American University’s Washington College of Law. Borek received his joint law degree and MBA summa cum laude from the University of Baltimore School of Law and Merrick School of Business.


$289.00 - Member

$389.00 - Nonmember

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Qualifies For

  • CFP