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Courses/Tax/Estate Taxation *

Estate Planning and Tax Considerations for CPAs

Mastering Estate Planning and Tax Strategies for CPAs in Uncertain Financial Times

Created byTony Salgado, CPA, CA, CFP, CLU
4.6
(406 reviews)
IntermediateUpdated Aug 28, 2023
Estate Planning and Tax Considerations for CPAs

What You'll Learn

check_circleUnderstand the financial challenges, inflation, and industry shocks that contribute to uncertainty and the importance of proactive estate planning in mitigating these challenges.
check_circleIdentify the tax implications and significant tax burdens associated with debt and estate upon death, including the impact on registered accounts like RRSPs and RRIFs.
check_circleRecognize the disconnect and lack of awareness among individuals regarding estate taxes, probate fees, and the consequences of not having a will.
check_circleEvaluate the complexities and considerations involved in estate administration, international estate planning, and choosing a home country for tax purposes.
check_circleAnalyze the benefits and considerations of estate freeze, insurance planning, and the valuation challenges faced in estate planning.
check_circleUnderstand the tax considerations on death, including capital gains tax, filing terminal tax returns, and managing tax bills.
check_circleAddress estate debts, insurance policies, and the importance of designated beneficiaries for efficient estate planning.
check_circleRecognize the need for continuous adaptation in estate planning, including navigating marginal tax rates, utilizing trusts, and managing estate complexity.
check_circleEmphasize the importance of professional guidance and collaboration with experts in valuations, tax planning, and estate law.
check_circleDevelop practical strategies for effective estate planning and risk management to ensure the preservation of assets and financial stability for beneficiaries.

About This Course

This course provides CPAs with comprehensive knowledge and practical strategies for navigating estate planning and tax considerations during uncertain times. The course emphasizes the importance of proactive estate planning to mitigate financial challenges and minimize tax liabilities. Participants will gain a deep understanding of estate administration processes, tax implications upon death, international estate considerations, insurance planning, valuation challenges, and the complexities of estate planning. The course also covers the role of professional expertise, the impact of multiple jurisdictions on taxation, estate debts, insurance policies, and the need for continuous adaptation in estate planning.

Your Instructor

Tony Salgado, CPA, CA, CFP, CLU
Tony Salgado, CPA, CA, CFP, CLU

Estate Planner

menu_book4 courses
star1,141 reviews

Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6
Student's Choice
406 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.