Seeking employment opportunities? Click here to visit the COCPA Career Center.

Advanced Estate Planning Strategies (On-Demand) 2022

Description

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Learning Objectives
  • Recall the benefits of family entities.
  • Identify the party that receives asset protection through a family limited partnership.
  • Identify the basis for a remainder beneficiary of a GRAT.
  • Recall the technique used by a senior generation of a family to gift property to a younger generation.
  • Recognize the effect a term of years has on the valuation of a taxable gift to a QPRT.
  • Distinguish among the various types of generation skipping taxable transfers.
  • Calculate the inclusion ratio for a generation-skipping transfer.
Major Topics
  • Advanced estate planning strategies
  • Generation-skipping transfer tax
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications
2.5
Who Should Attend

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2.5
Format
On-Demand

MEMBER


$ (% off)
$85.00

NON-MEMBER


$ (% off)
$105.00
Become A Member

Purchase This Program

Advanced Estate Planning Strategies (On-Demand) 2022


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×