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Estate Tax Planning#290318

This course has been archived and cannot be purchased.

Credit
Amount
CPA
4
CFP®
4
EA / OTRP
4

Course Description

Course publication/revision date:This course was updated on 1/17/2018 (covers 2018 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