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Author: |
Elan Becker, Enrolled Agent (EA) |
Course Length: |
Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10 |
CPE Credits: |
2.0 |
IRS Credits: |
2 |
Price: |
$29.95 |
Passing Score: |
70% |
Course Type: |
Video - IRS Enrolled Agents |
Technical Designation: |
Technical |
Field Of Study: |
Taxes |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course equips CPAs and EAs with advanced tax planning tools for high net worth and ultra high net worth clients, including donor advised funds, defined benefit plans, and the Augusta Rule.
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Frequently Asked Questions: |
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Description: |
High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients demand sophisticated tax strategies to navigate their complex financial landscapes. This CE course equips CPAs and EAs with essential knowledge on advanced planning tools, including donor advised funds, defined benefit plans, Section 179 applications, and the Augusta Rule. It focuses on minimizing liability while maximizing client value and enhancing firm operations. The course also emphasizes compliance safeguards to protect your firm from potential liabilities. You will learn how to implement these advanced techniques within your advisory model without exceeding professional boundaries. Practical frameworks for documentation and engagement structuring will be covered in detail. Major Topics:
Join this CE course to develop the expertise to serve HNW clients, reduce tax burdens, and increase your firm’s value. |
Usage Rank: |
25000 |
Release: |
2025 |
Version: |
1.0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Beyond the Tax Return - Wealth Planning CPE Video (complements advanced tax planning for HNW clients)
Internal: Estate Tax and Planning CPE Courses (related HNW tax planning topic)
External: IRS Explanation of Donor‑Advised Funds (official IRS guidance on DAFs)
External: IRS New Requirements for Donor‑Advised Funds (updates under Pension Protection Act)
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
03-Jan-2026 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Tax Strategies for High Net Worth and Ultra High Net Worth Individuals (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives After completing this course, participants will be able to:
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Course Contents: |
Chapter 1 - Tax Strategies for High Net Worth and Ultra High Net Worth Individuals Chapter 1 Review Questions Glossary of Key Terms |
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