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Designed to eliminate estate problems and “death taxes,” this CPE course emphasizes practical solutions that are cost effective. Shielding your clients’ assets in a changing political environment requires vigilance and an understanding of the shifting rules, exemptions, and allowances. Get a clear picture of present law and learn what you can do to minimize exposure. Those who planned for the possible sunset of the tax exemptions taught us a very valuable lesson: there is a need for expert advice by professionals who are carefully monitoring the situation. Make sure you can be that trusted advisor to your clients!
When you complete this course, you will be able to:
Who Will Benefit?
CPAs, accounting staff, and those new to estate and gift planning and preparation
Advanced Preparation: None