Relationship Between Real Estate and Estate and Trust Planning

Course Details

Date

Self-Study

Location

Online

Field of Study

Management

CPE Credit

1 hour CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None.

Description

This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it's never been easier to get up to speed on the intersection between real estate and estate and trust planning.

Highlights

  • Tax proposals
  • Estate planning
  • Valuation discounts

Objectives

  • Determine how tax and financial matters related to real estate impact individuals and businesses.

Designed For

CPAs, attorneys and other professionals who advise companies and individuals with real estate holdings in California and beyond.

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