Estate Taxes Part 2: Tools for Estate Planning (Audio Course)

  • Credits: 2
  • Format: Self-Study Audio
  • Field of Study: Federal Tax Law
  • Author/Speaker: Andrew Clark
Course ID: Advanced Preparation: Experience Level:
EWTFM-T-01747-21-S | 6233-CE-0472 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Sep 2020 Basic Understanding of Taxation Self-Study Video | OnDemand Webinar | Live Webinar


Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes.

Topics include:

  • This course will discuss estate planning and estate taxes.
  • This course will describe the tools that are available for estate planning and will define the benefits of using each tool.

Learning Objectives:

After reading the course material, you will be able to:

  • Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC).
  • Identify the various types of trusts that can be used for estate planning.
  • Recognize what is included in the gross estate of a decedent.


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 sponsorship’s: