Relationship Between Real Estate and Estate and Trust Planning

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

1 hour CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

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.

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