Advanced Certificate in Estate Tax & Cross-Border Transactions
-- ViewingNowThe 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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Détails du cours
• 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.
Parcours professionnel
Exigences d'admission
- Compréhension de base de la matière
- Maîtrise de la langue anglaise
- Accès à l'ordinateur et à Internet
- Compétences informatiques de base
- Dévouement pour terminer le cours
Aucune qualification formelle préalable requise. Cours conçu pour l'accessibilité.
Statut du cours
Ce cours fournit des connaissances et des compétences pratiques pour le développement professionnel. Il est :
- Non accrédité par un organisme reconnu
- Non réglementé par une institution autorisée
- Complémentaire aux qualifications formelles
Vous recevrez un certificat de réussite en terminant avec succès le cours.
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Frais de cours
- 3-4 heures par semaine
- Livraison anticipée du certificat
- Inscription ouverte - commencez quand vous voulez
- 2-3 heures par semaine
- Livraison régulière du certificat
- Inscription ouverte - commencez quand vous voulez
- Accès complet au cours
- Certificat numérique
- Supports de cours
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