Compass Tax Educators

The course discusses the basics of estate planning that tax professionals should know, including trusts that are useful for estate tax planning purposes and others that can meet client needs including IRA Conduit Trusts, special needs trusts, bypass trusts, qualified personal residence trusts, disclaimer trusts, and charitable remainder trusts, among others.

Learning Objectives

• Explain the guiding principles for estate planning
• Compare and contrast various trusts that can be used in estate planning
• Identify which type of trust should be used in various estate planning scenarios
• Explain how to use business and estate planning to transfer real estate wealth

IRS Program Number: NMVBP-T-00230-22-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: QAS Self-Study (NASBA) / On-Demand (IRS)

Field of Study: Taxes (NASBA); Federal Tax Law Topics/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPA / 2 IRS CE

Information can be found quickly by searching key terms in the PowerPoint using the built-in search feature.

Course expires one year after purchase.

Instructor: Frank R. Acuña, Esq. Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.