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Certified Course on Estate Planning (Fundamental)

Leverage your competence and understanding in Estate Planning through a certified course from our expert presenter Robert Keebler, CPA,CGMA,CPA/PFS, AEP.

Certified Course Overview

  • Identify how trusts may protect assets and perpetuate family wealth over multiple generations
  • Recall the practical understanding of the federal estate tax
  • Recall new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • Identify different type of trusts for income tax purposes
  • Learn how to read and understand estate planning instruments
  • Learn how to prepare 709 Gift tax return

Why this certification course

In this modern economic climate, it is more important for an estate planner to differentiate himself among his colleagues by elevating the proficiency and credibility of your practice with a comprehensive education and certification in estate planning from MY-CPE. The first part of the course will walk you through the guiding process of how to begin practicing in this field, and what the role of the CPA might be. The second part will emphasize on basic tax concepts of gifts or gratuitous transfer between individuals; when a Form 709 Gift Tax Return must be filed and its review procedure.

Going forward, this Estate Planning Certificate Course will take you through what information you’ll need to collect and when to get an EIN, as well as allocating income between form 1040 and form 1041. The SECURE ACT has brought many significant changes in the areas of estate planning which includes everyone with a substantial qualified plan or IRA has to reconsider beneficiary designations and trust provisions in order to eliminate the possibility of an avoidable tax disaster. In the last part of this certificate course, Robert Keebler will discuss important elections associated with Form 709, 706, and 1041 by emphasizing on reviewing returns and identifying key issues.

Recommended For 

  • CPAs or other financial professionals interested in expanding their practices in the Estate Planning areas.
  • Certified Financial Planners who want to gain a basic understanding of Estate Planning and its Tax Return Filing process.

Modules

Course Title Educational Credits
  • Learn how to read and understand estate planning instruments.
  • Learn basic fiduciary accounting principles and fundamentals
  • Learn about select planning opportunities and traps
  • Identify certain clauses that are Important to understand and basic principles regarding property ownership
  • Identify Requirements for a trust to be a qualified designated beneficiary of an IRA
  • To prepare a decedent’s final income tax return
  • To discuss Wills and Trusts and describe how they work
  • To discuss fiduciary accounting and how it relates to the Form 1041
  • To discuss valuation adjustments
  • To discuss various estate tax deductions
  • To identify how trusts may protect assets and perpetuate family wealth over multiple generations
  • To identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
  • To identify best practices for working closely with legal counsel
  • To list main property law concepts
  • To identify complex community property issues
  • To determine best methods for filing special forms: SS-4, form 56, form 4810, form 5495
  • To describe an executor checklist
  • To identify the new changes relating to IRAs and employer plans.
  • To recognize the new and extended income tax provisions enacted as part of this new legislation
  • To recall new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To recognize Income Tax Planning when IRAs are Paid to Trusts and how to Pass-Out Taxable Income to the Beneficiaries
  • To identify different types of trusts for income tax purposes.
  • To recall the concepts of Fiduciary accounting
  • To recall 3.8% Net Investment Income Tax & the passive activity rules
  • To identify various special deductions which are available.
  • To recall QSST and EBST elections
  • To recognize the annual gift tax exclusion
  • Introduction to the proper preparation of Form 709
  • To identify the differing types of gifts, the limits, and information required on Form 709
  • To Identify how to figure gift tax liability
  • To identify what is allowed for a qualified disclaimer
  • To recall the practical and updated understanding of the federal gift tax.
  • To identify the parts and schedules that make up the Form 709.
  • To identify which lifetime transfers are subject to gift tax
  • To recall the practical understanding of the federal estate tax

Continuing Education Credits

This Certificate Course Qualifies for following Credits

  • 17 CE credit for all Annual Filing Season Program (AFSP)
  • 17 CE credit for all California Tax Education Council (CTEC)
  • 17 CE credit for all Certified Financial Planners (CFP)
  • 17 CPE credit for all Certified Public Accountants (CPA-US)
  • 17 CE credit for all Certified Senior Advisor (CSA)
  • 17 CPE credit for all Certified Valuation Analyst (CVA)
  • 17 CE credit for all Enrolled Agents (EA)
  • 17 CE credit for all Enrolled Retirement Plan Agent
  • 17 CE credit for all Maryland Tax Preparer
  • 17 CE credit for all Oregon Tax Preparers (ORTP)
  • 17 CPD credit for all Personal Financial Specialist (PFS)
  • 17 CPD credit for all Trust and Estate Practitioners (TEP)

Our Certificate

The constantly changing laws, as well as shifts in the judicial and political climate, make estate planning a highly dynamic field in which advisors engineer transactions that must hold water with authorities. Certain practices and insights can have a short shelf life. Succession/ Estate Planning is a practice of law dealing with all aspects of planning for the conservation and disposition of estates, giving due consideration to the applicable tax consequences, the preparation of legal instruments to effectuate estate plans; administering estates, including tax related matters; and probate litigation. This 17 hours certificate course is designed to provide tax and finance professionals the required understanding and insight into the basics of Estate Planning.

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Frequently Asked Questions

Know more about our processes and how we work, with the helo of the following FAQs.

This certificate course will cover 7 different courses covering steps in understanding the efficacy and application of 30 common trust, different trust and estate planning strategies including important Gift, Estate and Income tax elections, preparation of Gift tax return (709) , 1041 planning charitable planning, and integrating your clients' estate plans with their tax and financial plans. 

This certification course is an informative and engaging learning experience that will enhance your knowledge of estate planning. If you are planning to expand your practice in Trust and estate planning strategies and its tax planning, then you are at the right platform.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this certificate course, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this certificate course. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.
The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.
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"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."