Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more.
The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms.
- Understand estate planning and obtain solid strategies for growing your wealth
- Explore asset protection and succession planning strategies
- Discover how recent updates to the tax code could affect you and your heirs
- Stay informed of any relevant law changes with an author-managed web site
New Rules for Estate, Retirement, and Tax Planning 6th Edition CPE course is a comprehensive self-study program designed to help Certified Public Accountants strengthen their knowledge and skills in taxation. This 20-credit course provides practical insights and real-world applications that CPAs can immediately apply in their professional roles.
Throughout this course, participants will gain a deeper understanding of key concepts, best practices, and emerging trends related to taxation. The course is ideal for CPAs working in public accounting, corporate accounting, government, or consulting who want to enhance their expertise while fulfilling their continuing education requirements.
ACCPE’s flexible self-study format allows you to complete the course at your own pace, making it perfect for busy professionals. Upon successful completion of the exam, you will receive your certificate instantly, allowing you to quickly report your credits and stay compliant with licensing requirements.
Enroll in the New Rules for Estate, Retirement, and Tax Planning 6th Edition course today and take advantage of ACCPE’s affordable, convenient, and high-quality continuing education designed specifically for CPAs.
