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Planning for the 99 Percent - Persons with Estates Below the Transfer Tax Exclusions (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs

This two CPE course offers planning considerations and techniques related to transfer tax exclusions, as well as highlights portability and other recent developments.

Publication Date: June 2016

Topics Covered

Financial and Estate Planning

Learning Objectives

Describe the latest federal estate tax changes
Focus on the essential planning of concern to most clients
Identify opportunities where combining income tax planning with estate planning techniques may benefit clients with small to mid-sized estates

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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