May 19, 2025
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Kess on Financial and Estate Planning III:
Building the Estate

Sidney Kess & Barbara Weltman
This course, the last in a three-part series on finacial and estate planning, covers the following topics:
  • Investment and financial planning strategies and vehicles
  • Family income-splitting techniques
  • Year-end and new year tax planning
  • Maximizing deductions and reducing taxes
  • Social Security benefits, Medicare and Medicaid
Course Details
Price:  $29.95
Field of Study:  Taxation
Prerequisites:  Kess on Financial & Estate Planning I and II or similar knowledge.
Level:  Intermediate
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Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]
Credit Available For: Units
QAS 4 CPE
CFPTM (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 4 CPE

CPE Accreditation
CCH Incorporated is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA phone number: 615-880-4200 Web site: www.nasba.org
CCH Incorporated is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org
CCH Incorporated is a State Bar of California approved MCLE provider.

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