CE/CPE Course Information

Estates, Trusts, and Wealth Transfer (2024)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Intermediate
Delivery Method: QAS Self-Study
Lesson Version: 2024
Publication/Revision Date: July 8, 2024
Prerequisites/Advanced Preparation: Prior experience in the preparation of gift and estate tax returns
Written By: James R. Hasselback, Ph.D.

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

This QAS self-study course consists of an Audiovisual presentation, 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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