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Self-Study CPE
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
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IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
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WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
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EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
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NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
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WORLD OF EMPLOYEE FRINGE BENEFITS
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PROTECTING YOUR BUSINESS AND YOUR FAMILY
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PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
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THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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COMMON IRS PENALTIES AND DEFENSES: WHAT YOU NEED TO KNOW NOW
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IRS PRESENTING: NAVIGATING DECEDENTS TAX MATTERS - FORMS AND DEADLINES
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IRS PRESENTING: CIRCULAR 230 - INSIDE THE LINES IN TAX ENGAGEMENT LIFECYCLE
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IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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Deathandtaxes clarkhill selfstudy

DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00141-17-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAugust 15, 2018
Date OfferedAugust 15, 2018
Expiration DateAugust 15, 2019
Course Description

Accountants are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client's death to filing tax returns for trusts and estates. This course will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce accountants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:14 minutes
QUESTION 2: 0:26 minutes
QUESTION 3: 0:45 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Latham%26watkins

Joshua Wu, a former Deputy Assistant Attorney General (DAAG) for Appellate and Review in the Tax Division of the US Department of Justice (DOJ), counsels and advocates for companies and high-net-worth individuals on all aspects of tax controversies and litigation. Mr. Wu advises on tax accounting disputes, corporate and partnership transactional issues, international questions, employee benefits matters, and tax-exempt controversies. He brings a unique knowledge base and skill set to his clients, drawing on his experience both in senior leadership roles in the DOJ’s Tax Division and private practice.
 
Most recently, when Mr. Wu served as DAAG, he oversaw virtually all appeals in civil federal tax cases throughout the country and managed a 40-lawyer team. He also represented the United States in oral appellate arguments, evaluated and approved significant civil settlement offers, and furnished advice to the Tax Division’s trial sections in complex tax cases.
 
Mr. Wu previously served as DAAG for Policy and Planning, where he led the Office of Management and Administration (OMA) at DOJ. In that role, he led the operational functions of the Tax Division and led the Office of Legislation and Policy, which works with the Department of Treasury, the IRS, and other agencies on legislative, regulatory, and policy initiatives. Before his government service, Mr. Wu was a partner at a large international law firm. 

Linkedin

Lisa Hutter

IronOak Wealth
Partner and Client Advisor
lisa@ironoakwealth.com
(212) 844-9848

Ironoak

Lisa is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Her fascination with getting to know people, a penchant for planning and love of solving puzzles led her to become a Trust and Estate Attorney (currently non-practicing) over 25 years ago. Lisa has never stopped working on what she believes to be the most important skill – listening. As a result, she spends time learning about each clients’ passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger while building a team of specialists around them. Her consistent process starts with a plan that acts as a north star serving as an ongoing blueprint for investing, saving, lending, fiduciary services, legacy planning and charitable giving.

Before joining IronOak, Lisa advised clients on their estate and financial planning. She moved into executive leadership, spending over 9 years helping to manage the suite of wealth management offerings and teams at one of the World's largest banks. She then shifted her focus to her true passion, client service. Lisa has had multiple articles published in academic and trade journals, been interviewed for a range of diverse media channels, and conducted seminars on various topics. 

Lisa serves on several boards including that of her synagogue, Congregation Agudas Achim, MATI USA, and Global (real estate) Consulting Organization. She also serves on the Patient Advisory Council for St. David’s Hospital System and is active with Leadership Austin and CREW (Commercial Real Estate Women). While in New York, Lisa was involved with her local hospital, synagogue, and school district, establishing the Working Parents Committee for her local PTSA. She has also led Diversity and Inclusion councils throughout her career and established a group that supported women in achieving their financial goals, honoring their contributions to their communities, and providing them with planning resources. She is passionate about serving others while giving them tools to control their own destiny.

Lisa graduated from Seton Hall University School of Law in 1997 and obtained her Master of Laws (LLM) in Taxation from Villanova University School of Law in 2002. She was raised in New York City and moved from Westchester County, NY to Austin, TX in 2016 with her husband and two daughters. As avid cross-fitters, Lisa and her husband have instilled in their children the importance of physical fitness, resilience, and community; teaching them from an early age that whether you believe you can or you believe you can’t, you are right.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Clark Hill is a multidisciplinary international law firm that draws on its attorneys’ comprehensive industry and policy knowledge, deeply held shared values, and a global network of premier firms and advisors to provide effective legal solutions and client-service excellence. One of the top 100 firms in the United States — with over 600 attorneys and professionals in 25 offices across the nation, as well as offices in Dublin and Mexico City, we are a committed partner to a diverse range of leading brands, forward-thinking businesses, public entities, nonprofit organizations and individuals. Our significant presence in Washington, DC, and our deep government relations and public affairs experience at every level help ensure that our clients’ voices are heard in the development of federal and state regulatory policy and legislation.