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Tax Implications of Death

Exam Questions: 20
Course Level: Basic
Pages: 236 | Content: 82, Supplemental: 154
NASBA Area of Study: Taxes
Not Acceptable for: N/A
Version: 6890G

A key component of financial planning is planning for death. Death is a topic that few people want to think about, yet without proper planning can create some significant unpleasant surprises. This course covers the many tax issues that occur due to death. All course material provided. No prerequisites. Course level: Basic.

EA Program Approval Number: ZX34G-T-00441-21-S

CFPs PLEASE NOTE / FULL CREDIT CE:
CFP Program Approval Number: 297867 for 4 CE Hrs
For the updated version of this course (version #6890G) you will receive full credit on this course under the new rules. This course 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
  • Estate and Gift Taxes
  • Decedent's Final Tax Return
  • Tax Benefits for Survivors
  • Estate Planning Issues for Small and Family Businesses
Objectives
  • To recognize when estate and gift taxes apply
  • To identify the filing requirements of a decedent's final income tax return
  • To identify the benefits provided to survivors when filing their own income tax returns
  • To recall some of the estate planning issues that affect small and family businesses

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.