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Estate Planning Tax Strategies#491121

This course has been archived and cannot be purchased.

Credit

Amount

CPA

CFP^®

EA / OTRP

Course Author: Danny Santucci Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 7/6/2021 (covers 2021 tax year).
Note: Beginning 1/1/2022, this course will carry 12.5 CFP Board credit hours.
This exceptional 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. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.