A Comprehensive Guide to Estate Planning and Taxes
Welcome to "2023 Estate Taxes Part 1", a comprehensive course designed to demystify the complexities of transferring property at death and the related taxes under the IRS Unified Transfer Tax System. Proper estate planning is crucial for preserving wealth and ensuring assets pass according to wishes, potentially saving a substantial amount in taxes.
This course delves into the essential tools available for effective estate planning, defining their benefits and applications. You will learn how to identify what is included in a decedent's gross estate and understand the fundamental principles behind calculating estate amounts, as well as available deductions and credits.
Key learning outcomes include the ability to:
Updated to reflect current tax laws for 2023, this course provides the foundational knowledge necessary for navigating the initial stages of estate planning and understanding its tax implications.
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.
