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Fundamentals of Estate Planning

Author/Moderator: Constance J. Fontaine
Publisher: AICPA
Availability: In Stock
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This course is offered as a partnership with AICPA and The American College.  It uses the same material as The American College’s course HS 330, however, the format has been adapted to better meet the needs of CPAs.  (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)

This course covers the basic concepts of Estate Planning.  It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions.

PFS Holders/PFP Section Members Save – $50 on the course, $15 on the CD, and $20 DVD study aids
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

>> Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
  • Provides a basic understanding of the estate and gift tax system, including strategies of estate planning.
  • Discusses gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements.
  • Covers the client interview, fact finding, ethical standards and development of personal estate plans.

Course materials include:

  • Course book with CPE materials
  • Textbook: Fundamentals of Estate Planning
  • Supplement

Optional study aids are also available:

  • A 3 CD audio review set covering all 20 chapters of the book

Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the CPE course.

This course is one of a series of personal financial planning courses offered with The American College. This series is designed to provide a solid educational foundation for the Personal Financial Specialist (PFS) credential. The other courses in the series are:

If you have any inquiries, please direct them to pfs@aicpa.org or call 888-777-7077, option 4.

NASBA Field of Study: Specialized Knowledge and Applications
Level: Basic
Recommended CPE Credit: 20
Fundamentals of Estate Planning (CPE included)
Text ,
Product# 757100013
Availability: In Stock
Regular:$250.00
AICPA Member:$200.00
Your Price:$250.00
Optional Audio Review CD (no CPE)
CD-ROM
Product# 757101013
Availability: In Stock
Regular:$87.50
AICPA Member:$70.00
Your Price:$87.50
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