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Estate Tax Planning #290325

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Credit

Amount

CPA

CFP^®

EA / OTRP

CDFA^®

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

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 1/13/2025 (covers 2025 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