Advanced Certificate in Estate Tax & Cross-Border Transactions
-- viewing nowThe Advanced Certificate in Estate Tax & Cross-Border Transactions is a comprehensive course designed for professionals seeking expertise in estate planning and taxation. This program highlights the importance of navigating complex cross-border transactions, ensuring learners are well-equipped to manage international wealth transfers and global financial matters.
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Course Details
• Advanced Estate Tax Planning: This unit will cover the advanced strategies and techniques used in estate tax planning, including trusts, gifting, and other wealth transfer strategies. It will also cover the latest changes to the tax code and how they impact estate planning.
• International Estate Planning: This unit will focus on the unique challenges and opportunities presented when planning for cross-border estates. It will cover topics such as international tax treaties, situs planning, and foreign asset reporting requirements.
• Business Succession Planning: This unit will cover the strategies and techniques used to transfer a closely held business to the next generation. It will include topics such as buy-sell agreements, family limited partnerships, and estate freezes.
• Estate and Trust Administration: This unit will cover the process of administering an estate or trust, including the duties and responsibilities of the fiduciary, the distribution of assets, and the preparation of estate and trust tax returns.
• Taxation of Estates and Trusts: This unit will cover the tax rules that apply to estates and trusts, including the calculation of the estate tax, the generation-skipping transfer tax, and the income taxation of trusts.
• Retirement Benefits and Estate Planning: This unit will cover the unique challenges and opportunities presented when incorporating retirement benefits into an estate plan. It will include topics such as required minimum distributions, beneficiary designations, and the stretch IRA.
• Charitable Planning: This unit will cover the various charitable giving techniques, including charitable trusts, private foundations, and donor-advised funds. It will also cover the tax benefits of charitable giving and the impact of the latest tax law changes on charitable planning.
• Ethics in Estate Planning: This unit will cover the ethical considerations that arise in estate planning, including conflicts of interest, confidentiality, and the duty of loyalty. It will also cover the Model Rules of Professional Conduct and how they apply to estate planning attorneys.
Career Path
Entry Requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course Status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
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