June 19, 2026

Livestream

AND

In-Person

MSCPA Center
306 Southampton Row, Ridgeland, Madison County, Mississippi 39157

8 CPE Credits

Estate and Life Planning Issues for the Middle-Income Client

June 19, 2026
In Person + Online
8 CPE Credits

Estate and Life Planning Issues for the Middle-Income Client

  • View Bio

    Instructor

    Trip
    Barnes

    View Bio

    Trip Barnes III, J.D.

    Bio

    Harris "Trip" H. Barnes, III, J.D. is Managing Partner at Barnes, Bailey, Janoush, and Dick, PA with offices located in Jackson, Oxford, Gulfport, and Southaven. He received his B.A. from Mississippi State University and Juris Doctor Degree from the University of Mississippi School of Law. He received his Masters of Law Degree in Taxation from the University of Florida. Throughout his career, Trip has been active in professional and community organizations such as Kiwanis Club, Salvation Army, Boy Scouts of America, Mississippi State University Alumni Association, Harrison County Bar Association, and The Mississippi Bar. He has also conducted seminars for the American Institute of CPAs, Mississippi Society of CPAs, and other professional organizations.

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 Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Learning Objectives

  • 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

Major Topics

  • Comprehensive coverage of the One Big Beautiful Bill Act 
  • SECURE 2.0 updates 
  • 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 
  • Realistic retirement goals 
  • Management of insurance: liability, disability, and life 
  • Dealing with marriage and divorce 
  • Titling assets effectively 
  • Developments relative to estate tax, and the implications for planning

CPE Credits Available

8 CPE Credits
8
Taxation

MSCPA Center

306 Southampton Row, Ridgeland, Madison County, Mississippi 39157

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Estate Planning

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and Financial Professionals who advise clients on estate tax planning

Provider

Surgent

Register For This Event

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    $ 290 290
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  • MSCPA Non-Member

    $ 360 360
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