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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.


Robert Greenberg

Robert E. Greenberg, J.D., LL.M.

Surgent Professional Education

Robert E. Greenberg is the tax department manager at Rogoff & Company, P.C., a twenty-person CPA firm with offices in New York City and Long Island. He is also an attorney admitted to practice in New York State. For the past thirty years, he has been involved in estate and gift planning, charitable-giving techniques, and elder law issues. Specific areas of practice include, but are not limited to, the following: *Preparation of wills and trusts *Trust and estate administration, including the preparation of Forms 706, 709, and 1041 *Estate-tax minimization strategies, including life insurance trusts, family limited partnerships, grantor retained annuity trusts, intentionally defective grantor trusts, charitable trusts, and qualified personal residence trusts *Generation-skipping tax issues *Corporate and partnership tax planning. Mr. Greenberg has served as an adjunct tax professor at C.W. Post University, has taught in the adult education program at Hofstra University, and has lectured for various organizations. He earned an LLM in taxation from New York University.


$289.00 - Member

$389.00 - Non Member

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Qualifies For

  • CFP