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Estate Planning Essentials: Tax Relief for Your Clients

Author/Moderator: Carla Gordon, CFP, CSA, MSFS
Publisher: AICPA
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What is the estate tax? What is the gift tax? How are they interrelated? Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax. Whether your client is accumulating wealth or planning for its distribution upon death, advise them on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.

Topics Discussed

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

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

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

Intended Audience
CPAs, enrolled agents, and financial advisers

Prerequisite: None

Advanced Preparation: None

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NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: Text - 13.5; On-Demand - 10.5
Estate Planning Essentials: Tax Relief for Your Clients
Text , 2014
Product# 745115
Availability: In Stock
AICPA Member:$175.00
Your Price:$218.75
Estate Planning Essentials: Tax Relief for Your Clients
CPE On-Demand , 2014
Product# 163260
Availability: Online Access 1 Year
For registered users only
AICPA Member:$155.00
Your Price:$193.75
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