Dates and location
Hours
Dates and location
Hours
Description
This course provides an overview of advanced estate planning techniques, focusing on strategies designed to minimize estate taxes and preserve wealth. Participants will explore a range of planning approaches, the potential tax savings associated with each, and the key considerations clients must evaluate when selecting the most appropriate strategy.
The course also examines the broader goals of estate planning and the practical challenges that may arise in implementation. By the end of the course, learners will be equipped to identify and explain advanced estate planning options and assess their effectiveness in meeting client objectives while optimizing tax outcomes.
Topics Include:
- The Goals of Estate Planning
- Advanced Estate Planning Techniques
Key Takeaways
After completing this course, the learner should be able to:
- Describe the various advanced estate planning techniques.
- Identify the considerations in determining which planning technique to use.
- Explain the estate tax savings provided by each technique.
Who Will Benefit
This course is ideal for tax professionals, financial advisors, and accountants who assist clients with wealth and estate planning strategies. It benefits them by enhancing their ability to evaluate advanced techniques, optimize tax outcomes, and provide informed guidance tailored to client goals and circumstances.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Becker has been the partner accountants trust with their professional education for more than 60 years. Our team of expert instructors draws on decades of real-world experience to deliver comprehensive coursework that translate concepts into real-life examples. Becker has prepared people from more than 2,900 accounting firms, alliances, corporations, government agencies and universities.