2 Credits: Taxes
This comprehensive course on estate planning is designed to provide finance professionals with an in-depth understanding of essential estate planning strategies, applicable to clients across various wealth spectrums. It covers the basics, including understanding key documents like wills and trusts, and more advanced topics such as the implications of portability in estate tax. The course also addresses fundamental concepts like probate avoidance, fitting estate planning using trusts, and selecting deductions for transfers at death. By exploring these topics, participants will gain a nuanced understanding of estate planning, enabling them to offer well-rounded advice to their clients. This course is more than just a theoretical exploration; it equips you with practical skills and up-to-date knowledge, enhancing your ability to guide clients through the intricacies of estate planning effectively.
Upon completing this course, participants will be able to:
- Recognize basic estate planning documents and their use.
- Understand portability and when it should be elected
- Identify basis concepts such as probate avoidance and estate planning using fits
- Select appropriate deductions for transfers at death to a surviving spouse or charity
June 6, 2022
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02018-22-O
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1754
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …