ABOUT THIS COURSE

Level Four is designed to advance the skills and knowledge of participants. This program covers individual and business topics, such as foreign taxes and state nexus. Significant portions of the course focus on LLC and Partnership taxes, business sales and exchanges, as well as estate, gift and trust tax law. The program also provides Development Skills training focused on managing, supervising, training and delegating.

COURSE OUTLINE

Individual Tax Topics

4 Credits

  • Estate Tax Law
  • Types of Trusts
  • Gift Taxes

COURSE INFORMATION

Delivery Methods Fields of Study
Group Live

Group Internet

Blended Learning

Taxes (21)

Communication & Marketing (1)

Personal Development (2)

CPE Credits Prerequisites
24 Credits 3+ Years Experience
Level Advance Preparation
Intermediate None

LEARNING OBJECTIVES

  • Explore the core limited liability company and partnership tax issues.
  • Explore other advanced business income tax topics, such as state tax nexus, various tax elections, and business sales and exchanges.
  • Review laws governing foreign taxes and cancellation of debt.
  • Brainstorm tax planning strategies.
  • Discuss estate and trust taxation and multigenerational gifting strategies.
  • Apply Development Skills of supervision, networking and work-life balance.
Register individuals and small groups in our open enrollment sessions of this course.
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