
Self-Study



Basic



CPE Credits
3 Credits: Taxes
Course Description
Estate Tax Planning: Strategies and Administration examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English common law. Subjects discussed include a) the estate and its administration; b) federal gift and estate taxes; c) common estate planning trusts; d) calculating federal estate taxes; e) state inheritance and estate taxation; and f) estate tax payment. The steps taken to calculate federal estate tax liability are examined, and the federal estate tax calculation is explained.
Learning Objectives
Course Specifics
Course ID 8202643 |
Revision Date January 30, 2020 |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01675-20-S
IRS Federal Tax Law Credits: 3
CTEC Course Number: 2071-CE-0906
CTEC Federal Tax Law Credits: 3
Course Instructor



Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Estate Tax Planning: Strategies and Administration
$87.00 – $107.00



Self-Study



Basic



CPE Credits
3 Credits: Taxes
Course Description
Estate Tax Planning: Strategies and Administration examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English common law. Subjects discussed include a) the estate and its administration; b) federal gift and estate taxes; c) common estate planning trusts; d) calculating federal estate taxes; e) state inheritance and estate taxation; and f) estate tax payment. The steps taken to calculate federal estate tax liability are examined, and the federal estate tax calculation is explained.
Learning Objectives
Course Specifics
Course ID 8202643 |
Revision Date January 30, 2020 |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01675-20-S
IRS Federal Tax Law Credits: 3
CTEC Course Number: 2071-CE-0906
CTEC Federal Tax Law Credits: 3
Course Instructor



Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Estate Tax Planning: Strategies and Administration
Estate Tax Planning: Strategies and Administration examines the various aspects of planning for the estate tax liability, beginning with a discussion of the genesis of estate taxation in English common law. Subjects discussed include a) the estate and its administration; b) federal gift and estate taxes; c) common estate planning trusts; d) calculating federal estate taxes; e) state inheritance and estate taxation; and f) estate tax payment. The steps taken to calculate federal estate tax liability are examined, and the federal estate tax calculation is explained.
$87.00 – $107.00