Estate Planning: Tax Strategies

Synopsis
Estate Planning: Tax Strategies provides strategies for keeping estate taxes down to a minimum.

Audience
This course is for anyone who is interested in learning more about estate planning.

Time
3 hours

Product Code: EPLC07

After completing Estate Planning: Tax Strategies the user should be able to:

Determine which assets to donate and when to make the donation

Recognize the different types of charitable gifts

Identify the tax exclusions and deductions that will reduce estate taxes the most

Plan asset distribution within the family

Charitable Donations
Tax savings and goodwill

Which assets to give

Getting donations in order

Alternating years

More Ways to Donate
Charitable annuity

Charitable remainder trusts

Charitable lead trusts

Pooled income funds

Other charitable gifts

Retirement and beyond

Income Tax Savings
Dependents or deductions?

Kiddie tax

Divorce and taxes

Exclusions and deductions

Business deductions

Taxes and Your Will
Estate tax savings

Savings by your executor

Benefits to Your Family
The next generation

Partial gifts

Life insurance

Distributing Your Assets
Loans within the family

Your family as buyers

Gifts to minors

Splitting it with your spouse

Distributions through your business

This course has the following features:

Exercises that allow users to practice the skills needed to prepare an estate plan

A file containing the text of the exercises

Activities that allow users to apply concepts in an interactive questioning environment

A glossary

A Skill Assessment

Estate Planning: Starting an Estate Plan (EPLC01)

Estate Planning: Sorting Out Your Assets (EPLC02)

Estate Planning: Preparing Your Will (EPLC03)

Estate Planning: All About Probate (EPLC04)

Estate Planning: Considering Your Family (EPLC05)

Estate Planning: Taxes to Expect (EPLC06)

Get more out of your Software
Improve your Skills
Prepare for Certification
Save time every time and reduce frustration.

Our online training material lets you:
TEST your skills
LIST the areas where you need additional training
Take lessons that TEACH SKILLS to improve these areas
Tests your skills again

NO HIDDEN CHARGES.
NO SETUP or SHIPPING CHARGES.
NO ads or banners in the training material.
No selling of your personal information, no email lists.
Just 100% Quality Training at one low price.

Repeat the courses as often as you need, you have 12 months of unlimited access and can view your scores anytime so you can easily track your progress.

Our training is tested and guaranteed to provide RESULTS and save you TIME.

All courseware is online 24 hours a day.
Our courseware is optimized so content delivery is fast even with a 28.8 modem connection.
If you can get on the Internet you can access the training, ANYWHERE, ANYTIME.