As a personal financial planner, you should have a broad awareness of the foundational concepts of estate planning to be an effective advocate for your clients.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course addresses elements and deductions of the gross estate and the calculation of the federal estate tax. Additional topics include:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.