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Complete Guide to Estate and Gift Taxation

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Accounting Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-111 / QAS-DS-111 40 Danny Santucci, JD Complete Guide to Estate & Gift Ta ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE Basic Understanding of Taxes Accounting
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-111 / QAS-DS-111 40 Danny Santucci, JD

Complete Guide to Estate & Gift Taxation


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.

Topics Covered:
CHAPTER 9 Estate Planning
CHAPTER 10 Estate & Gift Taxes
CHAPTER 11 Wills & Probate
CHAPTER 12 Trusts
CHAPTER 13 Entities & Title
CHAPTER 14 Life Insurance, Annuities & Buy-Sell Agreements
CHAPTER 15 Special Business Issues
CHAPTER 16 Estate Freeze Rules
CHAPTER 17 Elderly & Disabled Planning
CHAPTER 18 Post-Mortem Planning & Tax Return Requirements

Learning Objectives:

1. Match short-term financial goals with the four generic investment purposes stating the planning purpose of this process, recognize the importance of defining, listing and prioritizing realistic goals, and show how investing allocation changes with  age.

2. Identify the tax consequences of title holding methods by:

a. Listing nine basic ways to hold title to assets starting with the simplest and most direct way to hold property;

b. Naming the tax benefits and drawbacks of co-tenancies, corporations (both C & S), partnerships, qualified retirement plans, and trusts particularly as they relate to a client's after-tax investment return; and

c. Defining custodianship describing the two uniform acts and stating how an estate can be tax beneficial to taxpayers.

3. Recognize the postponement of retirement planning noting the importance of early planning using the author's suggested five step process, define a balance sheet method to plan retirement, show how to diversify portfolios by balancing liquid and non liquid assets, and state the purpose of savings naming ten strategies to save.


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