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Estate Planning Tax Strategies View Table of Contents [ Print This Page ] Recommended CPE Credit: CFP®: 12 CPA:   14 EA:     14 Licenses: CFP ® CPA EA PACE Course Description (scroll down to order) This course was updated on 5/28/2009. Estate Planning Tax Strategies provides a thorough review of estate planning from a tax perspective. 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. The practitioner will be provided with practical solutions for eliminating the estate problems and death taxes of clients. Course and Credit Information Author: Danny Santucci, J.D.  Course text (510 pages): including glossary, index, review questions, answers, and explanations, final exam. Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (it can also be faxed in). CFP® credits reported automatically (if applicable). Program delivery method: Self-study–print or download  Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None Subject Codes/Fields of Study: CFP Board, CPA: Taxes. NAPFA: Taxes (6 cr); Estate Planning  (6 cr.). NAPFA members: Download a course credit-by-subject chart from our Resources page. Credit Information: CFP®, CPA, EA,  CTFA, CISP, and PACE credit available in all states. EA, PACE credit hours: Same as CPA. CTFA, 14 credits: 3.5-FID; 3.5 FP; 7 TAX. CISP: 7.  In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.   Course-sponsor numbers: CFP Board: 1008. NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. IRS: 593. How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer). 4. Click "Add to Cart", then continue shopping or proceed to secure checkout.  PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download and save the course file to your computer, then open it.  Don't forget: Get 18% off when you order 3 or more courses. Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Print Price:  $139.00 Download Price:  $119.00 Quantity  Purchase Option:  Print Version Download Version