Course Information

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Estate and Gift Tax Planning Today
Author: Sidney Kess and Barbara Weltman

Description:
This course focuses on estate and gift tax planning in these uncertain times. Economic developments, such as what is happening in the stock market and in real estate, also impact the value of many estates and what should be done about estate planning now.

This course looks at key provisions, developments, and potential changes on the horizon that will affect individuals and businesses.

Topics covered include the following:

    Estate and Gift Tax History

    Estate Tax Changes for 2009

    Gift Tax Changes for 2009

    Estate and Gift Tax Changes for the Future

    Carryover Basis Rule

    Selected Estate Tax Planning Ideas

    Reviewing and Updating Existing Estate Plans

    Gift Tax Planning Today

    Alternate Valuation Date
Course Details:
Price:  $34.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-5564
Course was last updated on:  04/02/2009
Library:
Learning Center Core
Wealth Management

Technical Requirements:
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Credit Available For: Units
CFP (Accepted by the CFP Board) 1.00 CPE
CPE 2.00 CPE
CTEC Federal 2.00 CE
Enrolled Agent (Accepted by the IRS) 2.00 CPE
QAS 2.00 CPE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.