CE/CPE Course Information

Estates, Trusts, and Wealth Transfer (2020)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Intermediate
Lesson Version: 2020
Publication/Revision Date: April 22, 2020
Prerequisites/Advanced Preparation: Prior experience in the preparation of gift and estate tax returns
Written By: James R. Hasselback, Ph.D.

After completing this course, you will be able to
  • Identify characteristics of a trust
  • Calculate taxable income of a trust or estate
  • Calculate the valuation of a decedent’s estate
  • Identify and calculate the gift and estate taxes
  • Answer technical questions about the generation-skipping transfer tax (GSTT)
Course Topics
  1. Income Taxation of Trusts and Estates
  2. Beneficiary’s Taxable Income
  3. Gift Tax
  4. Estate Tax
  5. Generation-Skipping Transfer Tax (GSTT)

This self-study course consists of an Audiovisual presentation or a 20-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 20 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

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