Assets, Income and CashCode: 25-AIC

Price: $139.00
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Course Details

342 Pages

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improvethe quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients.  The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

OBJECTIVES:

To familiarize participants with the tax reporting and planning affecting individuals, with emphasis on tax management and wealth building.

MAJOR TOPICS:

  • Financial Planning

  • Asset Accumulation

  • Capital Preservation

  • Wills & Probate

  • Tax Deferral & Reduction Devices

  • Income Splitting

  • Asset Protection

  • Estate Administration

  • Calculation of Estate & Gift Taxes

  • Trusts

  • Entities & Title

  • Annuities

  • Buy-sell Agreements

  • Estate Freeze Rules

  • Special Business Issues

  • Elderly & Disabled Planning

  • Post-mortem Planning

 

Presentation Method:  Self-Study

 

Category:  Taxation

 

CPE credit:  14 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

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American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096