The Complete Guide to Estate & Gift Tax PlanningCode: 24-AICEST

797 Pages

The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.

The 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.

OBJECTIVES:

To familiarize participants with the tax reporting and planning affecting individuals, with emphasis on tax management and wealth building.

MAJOR TOPICS:

• Financial Planning

• Asset Accumulation

• Capital Preservation

• Wills & Probate

• Tax Deferral & Reduction Devices

• Income Splitting

• Asset Protection

• Estate Administration

• Calculation of Estate & Gift Taxes

• Trusts

• Entities & Title

• Annuities

• Buy-sell Agreements

• Estate Freeze Rules

• Special Business Issues

• Elderly & Disabled Planning

• Post-mortem Planning

Presentation Method:  Self-Study

Category:  Taxation

CPE credit:  34 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase