. Ambassador Program

- 2025 MSCPA Annual Convention

2025 Marketing Guide

In Person: Estate and Life Planning Issues for the Middle-Income Client

← Return to The CPE Catalog
Tuesday, June 3, 2025 @ 8:30am – 4:30pm
Add to Calendar

Description

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.

Credits

Category Amount
Taxation 8.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Harris "Trip" H. Barnes

Harris

Harris "Trip" H. Barnes, III, J.D. is Managing Partner at Barnes Law Firm, P.A. 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.