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Previously titled: Advanced Estate Planning: Practical Strategies for Your Clients
Discover how to use trusts, family limited partnerships and insurance in estate planning strategies to minimize taxes and enhance the accumulation of income. These strategies will provide in-depth analysis of how and why they work in addition to the estate, gift, and generation-skipping tax implication for each.
This course will provide the strategies needed for CPA firms, tax managers, partners, and other practitioners advising clients on more complex estate plans to enhance their abilities when working with the client’s attorneys in discussions and reviewing of drafted documents.
Prerequisite: Basic knowledge of estate and gift taxation or completion of AICPA course Estate Planning Essentials (EPE)
Advanced Preparation: None