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Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
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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 Tax Planning
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Credits:
CFP®: 3

Licenses:
CFP
PACE


Another title in our Advisor's Short Course® series.
This course was updated on 2/5/2008.

What's Covered
This course examines the various aspects of planning for the estate tax liability.

The text serves as an introduction to the issues of estate settlement and includes a discussion of the probate estate and the federal gross estate. The roles of the executor and administrator are also explained.

The student is taken through the steps of a federal estate tax calculation, beginning with a discussion of the components of the federal gross estate and continuing with an explanation of adjusted gross estate, taxable estate, tentative tax base, tentative tax, and tax payable before credits.

The various credits and deductions are examined—including the marital deduction, unified tax credit, state death tax credit, credit for foreign death taxes and credit for tax on prior transfers—and their place in the federal estate tax calculation is explained.

The role of trusts in estate tax minimization is considered, and an explanation of the common trusts employed in estate tax planning is given.

The uses of credit shelter trusts, QTIP trusts, and irrevocable life insurance trusts are demonstrated.

State death taxes are considered, and inheritance taxes are compared to estate taxes with respect to the party liable for payment and the role of decedent/beneficiary relationships in inheritance taxation.

Finally, the sources of estate tax payment are examined and compared.


Beacon Hill e-Exam
This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached.

The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, completeCourse Information 

Author
Paul Winn, CLU, ChFC

What's Included
Course text (61pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.

Additional CE credit Information
CFP® and PACE credit available in all states.

Field(s) of Study: Estate Planning, Taxation (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.



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  • Print Price:  $59.00
    Download Price:  $49.00

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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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