Estate Planning and Tax Considerations for CPAs | Legal Education by learnformula
About this course
Bar of QuebecLSALSMLSNBLSNLLSN
LSPEI
LSS
LSNT
LSY
NSBS
This course provides CPAs with comprehensive knowledge and practical strategies for navigating estate planning and tax considerations during uncertain times. The course emphasizes the importance of proactive estate planning to mitigate financial challenges and minimize tax liabilities. Participants will gain a deep understanding of estate administration processes, tax implications upon death, international estate considerations, insurance planning, valuation challenges, and the complexities of estate planning. The course also covers the role of professional expertise, the impact of multiple jurisdictions on taxation, estate debts, insurance policies, and the need for continuous adaptation in estate planning.
This course includes:
schedule1 hour on-demand video
signal_cellular_altIntermediate level
task_altNo preparation required
calendar_todayPublished At Aug 28, 2023
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
Browse course content
1 Videos
1 hour
Section 1
PREVIEW56m 37s
Estate Planning and Tax Considerations for CPAs in Uncertain Times
Estate Planning and Tax Considerations for CPAs
Mastering Estate Planning and Tax Strategies for CPAs in Uncertain Financial Times