• Course Information

    Title: Demo Course - Estate Tools
    Category: Taxation
    Field of Study: Taxes
    Course Code: T020-0170
    CPE Credits: 1.0
    Price: $0.00
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Description

Description:
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This course surveys wills, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Delivery Method:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Danny Santucci

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Publication Date: 02/13/2020

Technical Details:

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Objectives

Objectives:
1. Identify the key participants and their roles in a coordinated estate plan and recognize pro-bate process including trust administration.
2. Identify specialized estate planning tools and how such tools save taxes and transfer wealth while accentuating asset control.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: Enrolled Agents Program Number 263UK-T-00159-14-S

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