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Estate Planning and Taxation Certificate

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Best For

Professionals seeking an understanding of estate tax law and planning.

Timing

<9 Months

Format

Your tuition includes all required self-study materials, access to convenient online learning tools, and your examination.

100% Virtual

Tuition

$1,995/course

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Certificate Program at a Glance

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Admissions Requirements

There are no prerequisite courses required to begin the Estate Planning and Taxation Certificate.

To earn the Estate Planning and Taxation Certificate, you must:

Successfully complete three courses and achieve a final score of 80%
Agree to comply with The American College Code of Ethics and Procedures

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Tuition & Scholarships

Program tuition is paid on a per-course basis. Tuition covers your course fees, all required study materials, access to convenient online learning tools, and your final examination.

Individual course: $1,995

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What You'll Learn

As tax laws become more complex, estate planning requires specialized education and knowledge. Ensure your clients’ estate planning needs are met using tax efficient strategies.

Your learning outcomes include the following:

Understanding gift, estate and generation-skipping transfer tax law and tax computation processes
Discuss income tax concepts and calculations and income tax research methods
Maximize charitable transfers to facilitate business succession planning objectives
Understand family limited partnerships and limited-liability companies
Apply discounting techniques to the sales and gifts of business interests
And more!

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Course Delivery

Complete the three-course curriculum at your own pace with state-of-the art online learning experience.

Our program features:

Elite faculty of nationally-recognized academics, researchers, and practitioners
Up-to-date curriculum covering current regulations, trends, and realities
Modern e-learning with easy anytime, anywhere access to your courses

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This Certificate Program is Right For You If:

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You Want to Meet Client Expectations

Retirees Expect More

Recent research identified a large gap between the services clients expect and what they receive from financial professionals. Advice on estate planning and tax planning, and more all fall grossly below clients' expectations.¹

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You Want to Manage Intergenerational Wealth

Expand Estate Planning Knowledge

The transfer of over $84 trillion is currently underway.² As wealth passes from generation to generation, ensure clients remain by guiding them with uncommon expertise.

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You Want to Increase Your Alpha

Deliver Value by Helping to Preserve More

8% of an estate’s value can be eroded due to legal fees and probate costs without an estate plan.³ Increase your value by learning tax-efficient estate planning strategies to help your clients keep more.

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Inside the Estate Planning and Taxation Certificate

Courses to Complete

Three

Typical Completion Time

<9 Months

MSFP 615 Advanced Estate Mgmt. and Planned Giving (REQUIRED)

This course is an advanced gift and estate planning course which presents an overview of the basics.

Upon completion of this course, you’ll be able to:

Understand gift, estate and generation-skipping transfer tax law and tax computation processes
Identify key considerations related to the ownership and taxation of transfers of property during lifetime and at death.
Provide charitable giving planning advice
Evaluate the role of life insurance planning in estate planning

MSFP 554 Income Taxation Planning (REQUIRED)

Explores the strategies used by financial planners to help clients achieve greater tax efficiency.

Upon completion of this course, you will be able to:

Discuss income tax concepts and calculations and income tax research methods
Understand gross income realization, exclusions and deductions, passive activities, and alternative minimum tax
Evaluate tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS

MSFP 543 Business Succession Strategies (REQUIRED)

This course covers advanced topics in business succession planning and includes a comprehensive case study.

Upon completion of this course, you’ll be able to:

Understand gift and trust taxation
Maximize charitable transfers to facilitate business succession planning objectives
Understand family limited partnerships and limited-liability companies
Apply discounting techniques to the sales and gifts of business interests
Utilize retirement planning strategies to facilitate succession planning

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Earn Credit Toward the MSFP

Start Here Toward Obtaining an Advanced Degree

Completion of the Estate Planning and Taxation Certificate Program may qualify you for up to nine credits toward the Master of Science in Financial Planning (MSFP) degree if you are subsequently admitted to the degree program.

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