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Self-StudySELECT STARTING AT $150

Downloadable PDF

Credits: 10

Qualifies For:

$150

Textbook

Credits: 10

Qualifies For:

$165
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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What Every CPA Should Know About Life Insurance Products and Planning (CIPP)

  • Customer Rating
  • Field of Study
    Administrative Practice|Taxes
  • Level
    Basic
  • Credits
    10
  • Qualifies for

    CPE

Overview

The objective of this course is to prepare CPAs for the most complicated, misunderstood, yet ubiquitous need for client counseling -- life insurance planning and evaluation. The course provides the tools to cut through all the complexity to the heart of the critical planning issues with the proper assessment of alternatives and tax-related consequences.

Major Topics:

  • A complete discussion of all types of life insurance: When to use it; Advantages and disadvantages; Tax implications; Fees and other acquisition costs; Review of insurance products and their features; Commonly asked questions
  • Determining your client's need for life insurance
  • Legal aspects, including special policy provisions and riders
  • Planning strategies using life insurance, including its use in buy-sell agreements, charitable giving, key- employee protection, split-dollar arrangements, trusts, and more
  • Deciphering policy illustrations and ledger statements
  • How life insurance can affect your client's income, gift, estate, and generation-skipping taxes
  • Liability, property, and other non-life insurance products -- Understanding how they work and when their use is indicated

Learning Objectives

Coming soon!

Who should take this course:

Designed for:

Prerequisite:

None

Advanced Preparation:

None

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