Study taxes imposed on the sale and purchase of property, tax-advantage investments and family tax planning. Discuss employee compensation, alternative minimum tax, the self-employment tax and tax traps. Includes tax research and practitioner concerns. Covers government-sponsored plans, insurances, nonqualified deferred compensation, and other common employee benefits. CPN 512 Estate Planning Cover basics of federal estate and gift taxation, charitable, family, and business transfers.
Discuss wills and substitutes, intestacy, probate, trusts, and property ownership.
Includes life insurance, lifetime gifting, and postmortem planning techniques. Once students have completed and passed all five courses and examinations, they will be eligible to take the CFP Board of Standards' two-day comprehensive exam. For more information, click here.