Building on the knowledge gained in the first part of the series, this course will cover advanced estate tax planning strategies, including the use of trusts, family limited partnerships, charitable giving, and life insurance. Participants will learn about the different types of trusts, such as revocable and irrevocable trusts, and how they can be used to reduce estate taxes. The course will also cover the tax implications of transferring wealth during life and at death, including the different estate tax exemption amounts and rates. Participants will also learn how to calculate the estate tax liability and explore techniques to reduce it, such as gifting, valuation discounts, and installment sales.

Learning Objectives:

• Evaluate advanced estate tax planning strategies, including the use of trusts, family limited partnerships, charitable giving, and life insurance


• Describe the different types of trusts, such as revocable and irrevocable trusts, and their potential to reduce estate taxes


• Determine the tax implications of transferring wealth during life and at death, including the different estate tax exemption amounts and rates


• Calculate the estate tax liability and develop techniques to reduce it, such as gifting, valuation discounts, and installment sales


• Translate knowledge gained to real-life case studies and scenarios to gain practical experience in estate planning

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222