Gain a broad awareness of the foundational concepts of estate planning.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
As a personal financial planner, you should have a broad awareness of the foundational concepts of estate planning to be an effective advocate for your clients.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course addresses elements and deductions of the gross estate and the calculation of the federal estate tax. Additional topics include:
This course also covers the key steps in the calculation of Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return.
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
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