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This course provider is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. |
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Course Title:
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'10 Estate Planning Tax Strategies |
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Course Code  |
4911 |
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Course Description |
BEACON HILL FINANCIAL EDUCATORS:
CPA*, CFP®, EA, and PACE credit.
This course was updated on 8/2010.
Estate Planning Tax Strategies provides a thorough review of estate planning from a tax perspective. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. The practitioner will be provided with practical solutions for eliminating the estate problems and death taxes of clients.
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Subject Area |
Taxes |
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CreditHours |
Credential |
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Measurement Unit |
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Recommended Credit Hours |
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QASHours |
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CPA
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CPE
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14
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14
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CFP™
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CE
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12
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Delivery Method |
Self-Study |
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City |
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State |
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Facility |
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Start Date |
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End Date |
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Start Time |
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End Time |
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Instructor |
Author: Danny Santucci, J.D. |
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Course Level |
Overview |
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Learning Objective |
(See Program Content)
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Program Content |
Chapter 1 Estate Planning
Legal documents
Estate planning techniques and devices
Objective:
Understanding the scope of estate planning devices
Chapter 2 Estate & Gift Taxes
Federal estate and gift tax
Taxable items and deductions
Objective:
Understanding how federal estate and gift tax is determined
Chapter 3 Wills & Probate
Types of wills
Advantages of a will
Probate pros and cons
Objective:
Learn the advantages of having a will
Chapter 4 Trusts
Types of trusts
Trust Taxation
Fundamental provisions
Objective:
Examine the tax advantages and disadvantages of trusts
Chapter 5 Entity & Title
Ownership vehicles and entities
Tax comparison
Family partnerships
Objective:
Examine the tax advantages and disadvantages of various entities
Chapter 6 Life Insurance, Annuities & Buy-sell Agreements
Types of life insurance
Deferred annuities
Buy-sell agreements
Objective:
Explore the estate tax uses of insurance and buy-sell agreements
Chapter 7 Special Business Issues
Business valuation
Redemptions
Objective:
Determined estate tax business valuation issues
Chapter 8 Estate Tax Freeze Rules
Zero value rule
Attribution rules
Objective:
Dangers posed by the estate tax freeze rules
Chapter 9 Elderly &Disabled Planning
Managing the estate
Catastrophic illness
Health care decisions
Disability benefits
Objectives:
To understand devices used to manage the estate of a disabled person
To maximize disability benefits
Chapter 10 Post-mortem Planning & Tax Return Requirements
Preparation of the Form 706
Decedent�s final income tax return
Objective:
Understanding the Form 706
Index
Glossary
Exam
e-Exam electronic exam answer sheet (see Additional Notes below) |
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Course Prerequisites |
None |
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Advanced Preparation |
None |
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Cost |
119 |
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Administrative Policies |
You may return any course within 30 days of purchase (and before we receive the exam for grading) for a full refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-588-7039.
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Additional Notes |
Prices, Availability Download: $119.Print: $139 plus shipping/handling.
Order online or by phone (800-588-7039).
All of our courses include our e-Exam interactive PDF answer sheet that you submit electronically for instant results and a certificate.
What's our greatest strength?
Customer service: We are good about answering the phone (or returning calls). No phone menus, no waiting on hold.
We usually ship printed courses same day.
We also have a great Website. Visit us at www.bhfe.com. To go directly to the course description, use the link below.
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Course URL |
http://www.bhfe.com/store/estate-planning-tax-strategies,Product.asp |
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Contact Information |
Call Dave
Beacon Hill Financial Educators
144 Cape Newagen Road
Southport, Maine 04576
USA
Phone:800-588-7039
Fax:877-902-4284
Click below to go directly to the provider's website.
http://www.bhfe.com
Click below to email the provider about this course:
Call Dave
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