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PFS credential preparation

PFP Boot Camp: Estate and Charitable Planning Logo aicpa

  $125.00 - 155.00 |   CPE: 5.0 |   AICPA |   Apr 2017 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and PFS Credential candidates
Key Topics
  • Estate Planning
  • Charitable Gifts
  • Gift Taxes
  • Trusts
  • Wills
  • Durable Powers of Attorney
Learning Objectives

This course will prepare you to do the following:

  • Recognize the unification of the estate tax and gift tax systems
  • Recognize the importance of communication among and between family members in the estate and tax planning process
  • Identify the income, estate, gift, and generation skipping transfer tax consequences resulting from the use of inter vivos and testamentary trusts
  • Compare the advantages and disadvantages of transferring property through use of the annual exclusion
  • Determine the income tax consequences of establishing grantor and nongrantor charitable lead trusts

This CPE course is a part of the Personal Financial Planning Boot Camp series.

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Intermediate
  • Personal financial planning: Technical: Charitable planning, Intermediate
  • Personal financial planning: PFS credential preparation