This 6 credit hour course, taught by Andrew Clark, EA., will discuss estate planning and estate taxes. It will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will also describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts.
6 Credit Hour .PDF Based Course
All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.