Clients believe that estate planning is only for the wealthy. This isn't the case. Perhaps as a result of the pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
1000002850
Online Self-Study
CPAs, financial planners and tax preparers.
Taxes
Intermediate
General knowledge of individual income tax planning and issues.
None.