Entities and Title 2018 - 2 CPE Credit Hours

Entities and Title 2018 - 2 CPE Credit Hours

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Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.

 

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

 

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

 

Field of Study: Taxes

 

Prerequisite: General understanding of federal income taxation.

 

Recommended Credits: 2 CPE Hours 

 

Advanced Preparation: None

 

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

At the start of the materials, participants should identify the following topics for study:

* Individual ownership & sole proprietorships

* Corporations

* Trusts & co-tenancies

* Co-tenancy taxation, percentage interests & partition

* Partnership taxation & recapitalization

* Family partnerships

* Limited liability companies

* Retirement plans

* Custodianship

* Estate

 

Learning Objectives

After reading the materials, participants will be able to:

1. Specify the various types of corporations, identify S corporation rules and their tax advantages and disadvantages, cite the advantages and disadvantages of corporations relative to other types of entities, and determine how leasebacks to corporations work;

2. Identify the different types of joint ownership and how to use the benefits of partnerships, trusts and limited liability companies to hold property;

3. Recognize the various retirement plans noting how they can be used to provide substantial lifetime benefits to a business owner and to employees.

After studying the materials, answer the exam questions 1 to 10.





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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.
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0 STARS
Poorly written, many questions were nonsensical and the material was very old. This product was noted as a 2018 version but the quiz tested us on knowledge from the mid nineties. Very, very poor course and I would not recommend it to anyone.
5 STARS
This was a very interesting & informative book. The chapters were short and well laid out.
The test followed the book easily so it was a great test to cover the material. Highly recommend!
4 STARS
I have used the CPE subscription a few times now. I find it easy to check out books from the library or buy them & then take the test. It\'s very cost effective.

My request would be for more choices to be added. I have done many of them & cannot realistically repeat. Also, the books that have short chapters or bulleted points make it easier to follow along for test purposes

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