Estate Taxes 2024 Part 1 – Video Self Study Course

Course Description

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool.

NOTE - This is a Video Self-Study Course

Learning Objectives

Upon successful completion of this course participant should be able to be complete the following objectives:

• Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC)
• Identify the various types of trusts that can be used for estate planning,
• Recognize what is included in the gross estate of a decedent

CPE Credits: 4 CPE for CPAs

Level: Intermediate

Instructional Method: Self-Study

NASBA Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Revision Date: March 20, 2024