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Estate Planning Essentials: Tax Relief for Your Clients

Author/Moderator: Stephen Brooks CPA/PFS, CFP(R), MST
Publisher: AICPA
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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!

Topics Discussed:

  • Basic concepts of estate planning
  • Transfer taxation
  • Calculation of federal estate tax
  • Asset valuation and title ownership
  • Personal gifting and the federal gift tax
  • Marital and charitable deduction planning
  • Introduction to wills, intestacy and probate, and the impact on estate planning
  • Postmortem planning techniques to minimize taxation
  • Review of Forms 706 and 709, and their preparation and filing requirements

Learning Objectives:
When you complete this course, you will be able to:

  • Implement recent estate and gift tax changes.
  • Understand the structure of the estate and gift tax.
  • Minimize transfer taxes by incorporating exemptions and credits.
  • Advise clients on filing requirements for Forms 706 and 709.

Who Will Benefit?
CPAs, accounting staff, and those new to estate and gift planning and preparation

Prerequisite: None

Advanced Preparation: None

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: Text - 14; On-Demand - 13
Estate Planning Essentials: Tax Relief for Your Clients
Text , 2015
Product# 745116
Availability: In Stock
AICPA Member:$189.00
Your Price:$239.00
Estate Planning Essentials: Tax Relief for Your Clients
CPE On-Demand ,2015
Product# 163261
Availability: Online Access 1 Year
For registered users only
AICPA Member:$159.00
Your Price:$199.00
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