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Foundations in Tax Planning


By: Darren Mills, Esq., CPA, ChFC, CLU


By: Darren Mills, Esq., CPA, ChFC, CLU

Tax touches everything. In order to effectively and efficiently practice elder law, the practitioner needs to have a solid foundation in taxation. What are the implications if rental real estate is transferred to a MAPT?

Unlike some of your law school classes or other courses that focus on common law and case law, tax law is rule driven by statute (i.e., the Internal Revenue Code of 1986) and Treasury Regulations. This four-part course is designed to introduce the practitioner to those tax topics for which they will most likely encounter in their practice.  As such, topics will range from an introduction to the federal income tax system, general tax principles, taxation of real property, IRAs and stock compensation, and the transfer tax system.

CLE: Up to 10 hours

Pre-approved: AR (10), CA (10), CO (12), DE (10), FL (12), GA (10), IL (10), IN (6), KS (5), MO (12), NC (10), OH (10), NJ (10), NY (10), PA (6), SC (6), TX (10), VA (10), WI (12). Attorney will self apply in states not listed.


How long is this course?
2 hours 15 minutes per session, 4 sessions total

When can I take this course?
Once you select to take this course, it will be available to you 24/7. There is no expiration date or time limit for completion, so study at your own pace.

Are there any course materials?
Yes! Most course modules will have an accompanying set of  materials that often include PDF work sheets and handouts, audio files, Excel sheets and other materials that you can download – and this course is no different. You’ll be able to download any materials you need on the corresponding module or section page.

Will my progress be saved if I have to leave?
Yes! Any progress you make on this course will be saved so you can pick up where you left off.