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Advisors Guide to Estate Planning#296020

This course has been archived and cannot be purchased.

Credit
Amount
CPA
29
CFP®
21

Course Description

This course was updated on November 1, 2020 to reflect the SECURE ACT and 2020 tax law.
Advisor’s Guide to Estate Planning is written specifically to present experience-based guidance to practitioners that is directly applicable in professional practice. The course provides a comprehensive study of the process of accumulation, conservation, and distribution of an estate in the manner that most efficiently and effectively accomplishes the client’s goals. Key topics are broken down into smaller components and illustrated with client situations to reinforce the concepts and facilitate the practitioner’s learning experience.

NOTE: This is an advanced-level course and the exam includes questions that require some calculation. As a result, participants should allow additional time to complete the exam.