Estate and Gift Taxation - 40 CPE Credit Hours
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Estate and Gift Taxation - 40 CPE Credit Hours

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The objective of this material is simple - to present a unified, consistent and understandable

explanation of financial planning. Unified in that it integrates federal

taxation with financial planning. Consistent because of its synthesis of the

major financial concepts and “cradle to grave” approach.

The tax strategies discussed relate to the central tactics of wealth building, capital

preservation, and estate distribution. The concepts of income management,

investment analysis, tax sheltering, retirement methods and estate planning are

examined. Specific legal vehicles and structures such as trusts, like-kind exchanges,

insurance, gifts, family limited partnerships, loans, and pension plans illustrate

each concept. The emphasis is on team planning and effective client

presentation. The result is a theory of tax-economics that permits the client, tax

professional and financial planner to interface and work together.

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  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
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Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.
Looks like this course needs to be updated.
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.

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