Estate & Life Planning Issues For The Middle Income Client [PMI4]

Nov 7, 2018
Time: 8:30am - 12:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

Robert R. Thelen, CPA    more info

Robert (Bob) Thelen is the owner of Robert R. Thelen, CPA, Ltd., a small practice located in Cold Spring, Minnesota. His areas of expertise, as well as what he most enjoys lecturing about, are in the areas of: individual and entity tax planning and preparation; payroll taxes and 1099 issues; retirement planning; Social Security and Medicare planning; and representing clients before taxing agencies. Mr. Thelen was President, CEO, and sole shareholder of another CPA firm located in Cold Spring, Minnesota, from 1992-2008. The company was heavily involved with income tax returns; payroll preparation and reporting; pension plan administration and compliance; retirement and individual financial planning; representing clients before taxing agencies; and life, health, and property/casualty insurance planning and sales. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Thelen was manager of a tax department for the firm now known as Clifton Larson Allen LLC from 1989-1992. He also had a professional career as a revenue officer and then a tax auditor with the Internal Revenue Service in St. Paul, Minnesota, from 1980-1989. Mr. Thelen holds a Masters of Pastoral Ministry from St. John’s University School of Theology. He also holds a Bachelor of Arts from Metropolitan State University. He is also a member of the Minnesota Society of CPAs and other professional organizations. 

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Website registration for this course closes on November 6, 2018. To register after this date please contact the society at or 907-562-4334.

Full Description

Select Estate & Life Planning Issues For The Middle-Income Client (PMI4)

November 7, 2018

Fireweed Conference Center
725 E. Fireweed Lane
Anchorage, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

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. Updated for developments relative to potential estate tax repeal.

Major Topics:
- More than 20 documents that clients should have that are neither a will nor a trust
- Provisions you need in a will
- Trusts and other arrangements for children
- Durable powers or attorney for healthcare and for financial matters Asset protection strategies
- Developments relative to potential estate tax repeal

Learning Objectives:
- Understand various documents used in estate planning
- Identify use of trusts and other financial arrangements
- Know what issues clients confront, and potential solutions

Designed For: CPAs who advise clients on estate planning

CPE Credits: 4, Taxation

Level of Knowledge: Basic

Prerequisite: None

Acronym: PMI4

Discussion Leader: Robert R. Thelen, CPA