2026 Complete Guide to Estate & Gift Taxation
This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.
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. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.
Chapter 1 – Financial Tax Planning
Chapter 2 – Building an Estate
Chapter 3 – Preservation of Wealth
Chapter 4 – Deferral
Chapter 5 – Reduction
Chapter 6 – Income Splitting
Chapter 7 – Elimination
Chapter 7 – Elimination
Chapter 8 – Asset Protection
Chapter 9 – Estate Planning
Chapter 10 – Estate & Gift Taxes
Chapter 11 – Wills & Probate
Chapter 12 – Trusts
Chapter 13 – Entity & Title
Chapter 14 – Life Insurance, Annuities & Buy-Sell Agreements
Chapter 15 – Special Business Issues
Chapter 16 – Estate Tax Freeze Rules
Chapter 17 – Elderly & Disabled Planning
Chapter 18 – Post-Mortem Planning & Tax Return Requirements
To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.
You have 1 year after purchase/enrollment to complete this course. Upon course completion a course evaluation form is provided for your feedback.
CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/
