Not sure what level course to take? Please see our course level descriptions.
Wealth Management:

Course Title	Level	Price
Capital Gains, Dividends and Income Brackets: Impact of the Reduced Tax Rates Free Preview Available This course reviews the impact of recent tax rate changes on capital gains, dividends and income brackets. Credit available for CFPTM, CPA, Enrolled Agent.	Update	$45.00
Estate Planning Strategies Free Preview Available This course reviews how recent legislation has impacted estate and gift tax rules, and wealth preservation planning. Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.	Overview	$50.00
Estate Tax Return Preparation Course IV - Debts of the Decedent and Credits to the Gross Estate Free Preview Available This is the fourth of six courses designed to prepare the user on the completion of Form 706 – United States Estate (and Generation Skipping Transfer) Tax Return. Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.	Intermediate	$50.00
Estate Tax Return Preparation Course V - Marital Deduction and Charitable Deductions Free Preview Available This is the last course in the series of five courses designed to prepare the user on the completion of Form 706 – United States Estate (and Generation Skipping Transfer) Tax Return. Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.	Intermediate	$60.00
Family Limited Partnerships Free Preview Available This course provides an overview of family limited partnership (FLPs) structure, including transfer tax, income tax, and nontax benefits. Credit available for CFPTM, CPA, Enrolled Agent.	Basic	$50.00
Final Regulations on Required Minimum Distributions Free Preview Available This CPE course provides you with an overview of the final regulations affecting required minimum distributions from IRA and qualified retirement plans. Credit available for CPA, Enrolled Agent, Personal Financial Specialist.	Update	$40.00
Financial and Estate Planning Documents Free Preview Available The focus of this course is on financial and estate planning documents that relate to such areas as domestic relations, medical directives, asset protection and estate planning. Credit available for CPA, Enrolled Agent.	Basic	$45.00
Investment Strategies After the Jobs Growth and Tax Relief Reconciliation Act of 2003 Free Preview Available This course reviews the rules for the taxation of dividends and long-term capital gains, and tax strategies for investors under these new rules. Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.	Overview	$40.00
Tax Shelters and Scams Free Preview Available Tax Shelters and Scams updates you on the IRS's continuing crackdown on tax shelters and tax avoidance schemes. Credit available for CFPTM, CPA, Enrolled Agent, Personal Financial Specialist.	Update	$55.00
Tax-Exempt Organizations: Special Tax Rules for Employees Free Preview Available The focus of Tax-Exempt Organizations: Special Tax Rules for Employees course is on special rules for employees of tax-exempt organizations. Credit available for CFPTM, CPA, Enrolled Agent.	Overview	$45.00