Complete Guide to Estate and Gift Taxation 2020

  • Credits: 34
  • Format: Self-Study eBook
  • Field of Study: Federal Tax Update
  • Author/ Speaker: Danny Santucci

Course ID: Advanced Preparation: Experience Level:
EWTFM-U-01584-20-S None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Feb 2020 Basic Understanding of Estate and Gift Taxation eBook | Self-Study

COURSE DESCRIPTION

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective.

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and approved with all state boards of accountancy and the following sponsorships:

NASBA
IRS
CTEC
© 2004-2019 Global CPE Network, LLC