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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Estate Planning Tax Strategies
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Credits:
CFP®: 16
CPA: 14

Licenses:
CFP
CPA
EA
PACE


About Estate Planning Tax Strategies  (Scroll down to order)
This course was updated on 4/29/2008.

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.


Beacon Hill e-Exam

This course comes with the Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.

The e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course.  If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.

If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our Resources page and download the e-Exam answer sheet form (course #411) .

Course Information

Author:
Danny Santucci, J.D.

Course text
(455 pages): glossary; review questions, answers, and explanations; exam, e-Exam auto-grading answer sheet, (a faxable answer sheet is also included), and reporting to CFP Board (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 (8 cr.); Estate Planning: (8 cr.). (Download a course credit-by-subject chart: NAPFA Subject Areas.)

CPE credit Information:
CFP®, CPA, EA,  and PACE credit available in all states; Note: N.J. CPA credits one-half stated amount. EA, PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors, 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:
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    Discounts and shipping/handling, if applicable, are added during checkout, before payment.
    Don't forget: Get 18% off when you order 3 or more courses!

  • Print Price:  $149.00
    Download Price:  $129.00

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    Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
    CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
    Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

    We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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