Wealth & Tax Strategy with Trusts & Estates 

  • CPE Credits: 6 Hours CPE

  • Field of Study: Taxes
  • Instructional Delivery Method: Self Study, On-Demand Video Course 

  • Advanced Preparation Needed: None
  • Prerequisites: None
  • Program Knowledge Level: Basic
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Course Description: 
This course is designed for tax professionals to help better understanding how to utilize trust and estate planning as part of an overall tax strategy.
This course explores the
tax implications and benefits of various types of trusts while providing a clear understanding of the general tax law as it relates to trusts.

Course Learning Objectives 

After completing this course participants will be able to:
  • Identify when trusts can be helpful for tax planning
  • Recognize how trusts can be helpful for reduce your clients income taxes
  • List the parties involved in a trust and recall their roles
  • Recognize common tax considerations for various types of trusts
  • Identify fundamental characteristics of trusts and the different laws that apply to them
  • Demonstrate where to find the rules for trusts and estates in the tax law
Meet your instructor:

Tom Wheelwright, CPA

Tom Wheelwright, CPA is the visionary and best-selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.
Tom is a regular commentator in the field of taxes and contributes regularly in major professional journals and online resources. Tom’s work has been featured in hundreds of media, including Forbes, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman News.
In Tom’s best-selling book Tax-Free Wealth, Tom shows entrepreneurs and investors how to build massive amounts of wealth through practical and strategic ways to permanently reduce taxes.
Lesson Series - Tax Technical

Wealth & Tax Strategy with Trusts & Estates

6.0 Credits CPE
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