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New Rules for Estate, Retirement, and Tax Planning

Exam Questions: 80
Course Level: Basic
Pages: 328 | Content: 304, Supplemental: 24
NASBA Area of Study: Taxes
Not Acceptable for: Enrolled Agents
Version: 7705B

This course, which includes the Tax Cuts and Jobs Act, offers strategies for growing wealth and helps you understand estate planning. It will sort through the confusion, assumptions, and misunderstandings involved in planning for the future. You will find valuable insights and solid strategies to help you preserve wealth and plan an estate under current tax rules with information on retirement planning, trusts, charitable contributions, gifts, life insurance and wills.

This course will cover:
• Strategies for growing wealth
• How much money will be needed for retirement
• New legislation that impacts inheritances and trusts
• Do's and don'ts of gifting assets to family
• Asset protection and succession planning strategies

PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

CFPs PLEASE NOTE:
292006 for 16 CE Hrs
You will receive full credit on this course (version 7705B) under the new rules. This course (version 7705B) is registered with the CFP Board and will be reported for CFP continuing education credits as noted above. If you have any questions regarding this, please contact customer service at: 800-990-2731.

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Course Information

Table of Contents
  • Tax Cuts and Jobs Act of 2017
  • Estate Planning
  • The Estate Tax System
  • Investment Strategies for Maximizing Estate Growth
  • Retirement Planning: Living Your Dream
  • You Don't Have a Will? Big Trouble!
  • Where There's a Will, There's Your Way
  • Using Trusts in Your Estate Plan
  • Understanding the Living Trust
  • Using Insurance in Your Estate Plan
  • Smart Strategies for Gifting Assets to Family Members
  • Strategic Planning with Charities
  • Family Limited Partnerships
  • Succession Planning for the Family Business or Farm
  • Asset Protection Strategies
  • Personal Business Planning Issues
Objectives
  • To recall the tax changes made by the Tax Cuts and Jobs Act of 2017
  • To identify the primary objectives of estate planning
  • To identify who is legally responsible for settling an estate
  • To recognize characteristics of annuities
  • To identify strategies to boost retirement cash flow
  • To recognize characteristics of the probate process
  • To recall the duties of a trustee
  • To identify the differences between various types of trusts
  • To recognize characteristics of living trusts
  • To identify the categories that life insurance falls into
  • To recall the purposes for various gifting strategies
  • To identify the various charity options when gifting
  • To recall the advantages of the family limited partnership
  • To identify strategies for estate and succession planning for farmers
  • To identify strategies for protecting assets
  • To recall the purposes of the various partnership formations

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.