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The Estate Planning Process

 
 
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Registration is Open
VSCPA Members
$79.00 Regular Registration
Non-members
$99.00 Regular Registration

Estate planning is not a singular event. An ongoing, dynamic process, your client's estate plan should be reviewed and updated on a regular basis and as changes occur. As a personal financial planner, you should have a broad awareness of the foundational concepts of estate planning to be an effective advocate for your clients.

This CPE course addresses elements and deductions of the gross estate and the calculation of the federal estate tax. Additional topics include: income in respect of the decedent and its impact on the federal estate tax calculation; state estate and inheritance taxes; the rule for gift taxes paid within three years of death; and, the treatment of adjusted taxable gifts. Finally, this course also covers the key steps in the calculation of Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.