This course offers a comprehensive exploration of private annuities as a powerful financial planning and estate planning tool. Participants will gain a deep understanding of the mechanics, benefits, tax implications, and potential risks associated with private annuities. Through practical examples and case studies, learners will develop the knowledge and skills necessary to effectively use private annuities to achieve financial security, transfer wealth, and plan for retirement.
 
Learning Objectives:

• Summarize the fundamental principles of private annuities, including the definition, structure, and functioning of these financial instruments


• Assess the benefits and risks of private annuities and analyze the risks associated with private annuities


• Navigate the tax and legal implications


• Apply private annuities in financial and estate planning scenarios


• Design effective private annuity strategies tailored to individual financial goals and circumstances 

NASBA Approved

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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