Estate Tax Planning from A-Z 3 Credits 3 Credits
Estate tax planning is essential for high-net-worth individuals who want to protect and preserve their legacy. With changing legislation and increasing complexity, advisors must be equipped with advanced strategies to help clients reduce or eliminate their estate tax burdens. Are you prepared to guide your clients through this intricate financial landscape?
This comprehensive CE course brings together both foundational and advanced estate tax planning techniques to ensure you are fully equipped to meet your clients' evolving needs. Led by expert speaker Alan Gassman, the course covers strategies ranging from annual gifting and portability to advanced tools like grantor trusts and private annuities. Live interactive visuals will enhance the learning experience, providing clarity on how each method works in real-world scenarios.
Major Topics:
By mastering both sides of estate tax planning, you’ll gain a competitive edge and help your clients achieve tax efficiency while securing their financial futures. Don’t miss this opportunity to advance your skills and provide high-impact advisory services that matter.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02148) | 3 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 3 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 3 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 3 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 3 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 3 CPD | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 3 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 3 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 3 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 3 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 3 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 3 CE | Eligible |
| Taxes for CIPM | 3 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02148) | 3 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 3 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 3 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 3 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 3 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 3 CPD | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 3 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 3 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 3 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 3 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02658-25-O) | 3 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 3 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 3 CE | Eligible |
| Taxes for CIPM | 3 PL | Eligible |
Credits
3
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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: www.nasbaregistry.com.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.
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).
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
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.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
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.
-1682430234.webp "Legacy / Estate Planning - Retirement University Workshop 4")
Jul 10, 01:00 PM EDT
Jul 10, 01:30 PM EDT
Jul 11, 02:30 PM EDT
Jul 11, 04:00 PM EDT
Jul 15, 03:00 PM EDT
Jul 16, 09:30 AM EDT
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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 - fastest in the industry.
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