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High Net Worth Individuals: Outdated Estate Plans

Taxes

High Net Worth Individuals: Outdated Estate Plans

Course 32552D · 2 hrs · CPA & EA

Estate and asset protection plans drafted under prior law may now be working against your clients rather than for them. This course zeroes in on basis planning strategies designed to identify and correct outdated structures that could trigger unfavorable tax consequences under current law. If you regularly work with high-net-worth individuals who have existing arrangements that haven't been revisited in years, this course offers the analytical framework and practical tools to help you spot problems and guide clients toward better outcomes.

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  • Hours: 2
  • Exam questions: 7
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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High Net Worth Individuals: Outdated Estate Plans
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

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We currently offer 224 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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