LEARNING PATH \
Estate Planning
Designed for CPAs and tax practitioners who advise individuals and private clients, offering both technical guidance and practical insights.
Earn Verifiable CPD Hours
Each course in this learning path qualifies for verifiable CPD credit. Upon completion, you will receive a certificate confirming your CPD hours.
Included Learning Resources
Many courses include carefully selected materials to deepen your understanding and support practical application in your work.
Family Business Succession
Navigate the complexities of transferring family business ownership including estate freezes, capital gains exemptions, intergenerational transfers, and succession planning strategies.
Trusts, Common Problems
Identify and resolve common trust administration issues including beneficiary designations, attribution rules, trust documentation errors, and compliance challenges with practical solutions.
Estate Freeze
Master estate freeze techniques including share reorganizations, holding company structures, valuation considerations, and strategies to minimize tax on wealth transfer to the next generation.
Taxation at Death & Post-Mortem
Understand the deemed disposition rules, final tax return preparation, capital gains on death, registered plan taxation, and strategies to minimize tax liability at death.
