Practical Asset Protection Strategies for Older Clients - Estate and Income Tax Planning  

This program equips tax practitioners with strategies to address the complex asset protection, estate, and income tax challenges facing older clients. It will provide actionable estate and income tax strategies to solve unique asset protection problems. CPA practitioners may leverage this course to develop high-value, specialized services for seniors and their families, leveraging existing tax and financial expertise. This course is most beneficial to professionals new to estate planning who may be at the staff or entry-level in an organization but also for a seasoned professional with limited exposure to estate planning.

By proceeding to the examination, you acknowledge and confirm that you have completed the required coursework.