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Estate Tax Planning#290324

Tax

Online Book, Online Exam
$45.00
Hardcopy Book, Online Exam
$57.00

Credit
Amount
CPA
4
CFP®
3
EA / OTRP
4
CDFA®
4
Course Author: Paul J. Winn Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law Field of Study (CDFA): Tax

Course Description

Course publication/revision date: This course was updated on 1/1/2024 (covers 2024 tax law).

Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues with an examination of the estate and its administration. The subjects covered in the course include:

  • The Estate and its Administration
  • Federal Gift and Estate Taxes
  • Common Estate Planning Trusts
  • Calculating Federal Estate Taxes
  • State Death Taxes
  • Estate Tax Payment