Estate Tax Planning from A to L 1.5 Credits
Estate Planning Essentials Series- Part 1
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Estate tax planning is critical for high-net-worth individuals aiming to preserve their wealth for future generations.
This webinar covers estate tax strategies from A to L as part of a comprehensive A-Z series on estate planning. It will equip you with the knowledge and tools to incorporate these strategies into your practice. Whether you are an accountant, CPA, or financial advisor, this webinar will help you better support your clients by enhancing your expertise in estate tax planning.
Our expert speaker, Alan Gassman, will guide participants through the fundamental mechanics of estate tax and introduce some of the most commonly utilized strategies to optimize tax efficiency. This CE Course will be precious for advisors working with clients who must address estate tax planning, ensuring they are equipped with the latest techniques and insights. It will be exciting and valuable to all advisors with clients who must address estate tax planning. The techniques to be discussed include portability, creditor shelter trust, annual gifting, discounted annual gifting, and transfers on death to charity.
Major Topics Covered:
Join this CE Course and don’t miss the opportunity to advance your skills and provide your clients with top-tier estate planning advice.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02146-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02146-24-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1732) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332222) (Valid upto : Dec 31, 2025) | 1.5 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02146-24-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02146-24-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02146-24-S) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Estate Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Estate Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| CIPM | 1.5 PL | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02146-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02146-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1732) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332222) (Valid upto : Dec 31, 2025) | 1.5 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02146-24-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02146-24-O) | 1 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02146-24-O) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Estate Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Estate Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| CIPM | 1.5 PL | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Alan S. Gassman is a board certified Trust and Estates lawyer practicing with the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which he founded in 1987. The firm focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring.
Mr. Gassman is the primary creator and developer of EstateView software, which allows for the design, illustration and analysis of estate tax, estate planning and charitable strategies. Jerry Hesch, Jonathan Blattmachr, Robert Keebler and Mr. Gassman serve as the Creative Team that continues to develop this software.
He is also the lead author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner's Guide to Bankruptcy, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others.
Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI).
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MD
Program outstanding in presentation and the software used in the valued information for the Professionals as well as the Client Understanding in a permanent formate.
ES
Enjoyed learning about Estate View and the interaction of the software help see how estate planning impact the tax liability in real time.
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