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PFS credential preparation

PFP Boot Camp: Estate and Charitable Planning Logo aicpa

  $0.00 - 129.00 |   CPE: 4.0 |   AICPA |   Apr 2017 |   Specialized Knowledge and Applications |   AICPA Store

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.

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

Key Topics

  • Estate Planning
  • Charitable Gifts
  • Gift Taxes
  • Trusts
  • Wills
  • Durable Powers of Attorney

Who Will Benefit?

  • CPAs and PFS Credential candidates

Discounts

PFP section members and PFS credential holders receive a 20% discount

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

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

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