Bundle
Estate Planning Bundle 24-25
CPE: 10
Member
$265.00
Nonmember
$339.00
Members, log in to access your discount.
Overview
Trust, estates, and retirement go hand in hand. This comprehensive bundle of courses ensures that all avenues of estate planning is covered for the various needs of your clients and their beneficiaries.
*This product cannot be purchased with Share100 or CPE select
Contents
Featured Result
On-Demand
Online Self-Study
CPE: 1
Member
$49.00
Nonmember
$59.00
Featured Result
Member
$49.00
Nonmember
$59.00
Featured Result
- On-Demand
Online Self-Study
CPE: 8
Member
$199.00
Nonmember
$259.00
Total Value
$377.00
Bundle Price
$339.00
You save 10% with bundle pricing
Learning Objectives
Major Subjects
- Tax proposals
- Estate planning
- Valuation discounts
- Capitalization Issues
- 1031 Exchange
- The Numbers: Exemptions, exclusions and discounts
- Portability and step-up in basis
- Asset valuation
- Deductions: Marital, charitable, transmission and administration
- Retirement plan assets, annuities and life insurance
- Trust funding and administration