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PJW332 – Estate Tax Planning

Course and Test $ 75.00
Course and Test PDF $ 55.00
Additional Hard Copy Test $ 12.00
Additional Online Test $ 12.00


SKU: PJW332 Category:

NASBA Color logo-1 inch

CPE Credit Hours: 4

Field of Study: Tax


  • Explain the differences between an estate for tax purposes and a probate estate
  • Identify the assets that comprise the federal gross estate
  • Compare state inheritance taxes and estate taxes and the typical beneficiary classifications for state inheritance tax purposes
  • Explain how gifts are taxed under the federal gift tax system
  • List the deductions and credits allowed under the federal system of estate taxation
  • Describe the common trusts employed in estate tax planning
  • Perform an estate tax calculation
  • Identify the methods of estate tax payment and their cost consequences.

More Information

This is a self-study CPE course.
Program level: Basic
Prerequisites: None
Advanced Preparation: None Required
Minimum Final Examination Passing Grade: 70%
Maximum Time Allowed To Complete Program: One Year From Date Of Purchase