This course will discuss estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.
This course will discuss estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.
At the end of this course, students will be able to: • Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC) • Identify the various types of trusts that can be used for estate planning • Recognize what is included in the gross estate of a decedent
Field of Study: Taxes
Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.
EA
Andrew is an Enrolled Agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. Andrew has been involved in the CPE market since 2010. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients in the Sacramento region. Andrew is also an entrepreneur and enjoys consulting with other entrepreneurs helping them to achieve success. Andrew enjoys both reading about taxation topics and creating easy-to-understand programs revolving around these complex concepts. He is also an in-demand lecturer due to his thorough understanding of the tax code and tax code changes.
