Estate Tax Planning #290320
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date:This course was updated on 1/22/2020 (covers 2020 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
Course, Credit, Sponsor Information
Open link (above): Course Details, Learning Objectives, and Table of Content.
Author: Paul J. Winn, CLU, ChFC
Subject Area: Taxes (IRS: Federal Tax Law)
Course Format Options
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If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS printed copies of both, sent via USPS or UPS.
Taking the Exam Online
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The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board and IRS CE credits are reported weekly, if applicable.
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|Online Book, Online Exam Price
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