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Estate Tax Planning #290326

Estate Planning

Online Book, Online Exam
$45.00
Hardcopy Book, Online Exam
$57.00

Credit
Amount
CPA
4.5
CFP®
3
EA / OTRP
4
CDFA®
4
IAR/FINRA
2.5
Course Author: Paul J. Winn Field of Study (CFP): Tax Planning Field of Study (IAR): Product & Practice Field of Study (CPA): Taxes Field of Study (EA/OTRP): Federal Tax Law Field of Study (CDFA): Tax

Course Description

Course publication/revision date: This course was updated on 2/13/2026 (covers 2026 taxes).

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