Tax & Estate Planning Mastery

Expert-led curriculum designed to ensure your professional success.

Estate Planning Income Tax Corporate Tax Capital Gains Tax Trusts Wills Probate Tax Shelters Tax Deductions Tax Credits

Top Professional Modules

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Mastery: Estate Litigation

Will Contest Mastery Hub: The Industry Foundation

Trust Litigation Mastery Hub: The Industry Foundation

Probate Dispute Mastery Hub: The Industry Foundation

+ 17 More Modules

20 Modules PRO LEVEL

Mastery: Trust Administration

Trust Law Fundamentals Mastery Hub: The Industry Foundation

Fiduciary Duties & Standards Mastery Hub: The Industry Foundation

Revocable & Irrevocable Trusts Mastery Hub: The Industry Foundation

+ 1 More Modules

4 Modules PRO LEVEL

Mastery: Inheritance Tax

Inheritance Tax Fundamentals Mastery Hub: The Industry Foundation

Lifetime Gifts & Potentially Exempt Transfers Mastery Hub: The Industry Foundation

Trusts in Inheritance Tax Planning Mastery Hub: The Industry Foundation

+ 1 More Modules

4 Modules PRO LEVEL

Mastery: Gift Tax

Gift Tax Fundamentals Mastery Hub: The Industry Foundation

Annual Gift Tax Exclusion Mastery Hub: The Industry Foundation

Lifetime Gift Tax Exemption Mastery Hub: The Industry Foundation

+ 1 More Modules

4 Modules PRO LEVEL

Mastery: International Tax

Tax Treaties & Double Taxation Agreements Mastery Hub: The Industry Foundation

Transfer Pricing Methodologies Mastery Hub: The Industry Foundation

Permanent Establishment Principles Mastery Hub: The Industry Foundation

+ 1 More Modules

4 Modules PRO LEVEL

Mastery: Tax Credits

Understanding Refundable vs. Non-Refundable Credits Mastery Hub: The Industry Foundation

Federal Business Tax Credits: An Overview Mastery Hub: The Industry Foundation

Individual Income Tax Credits: Maximizing Personal Savings

3 Modules PRO LEVEL

Mastery: Tax Deductions

Foundational Principles of Tax Deductions Mastery Hub: The Industry Foundation

Itemized vs. Standard Deductions Mastery Hub: The Industry Foundation

Business Operating Expenses Mastery Hub: The Industry Foundation

+ 1 More Modules

4 Modules PRO LEVEL

Mastery: Tax Shelters

Foundational Principles of Tax Shelters Mastery Hub: The Industry Foundation

Legality and Ethics of Tax Shelters Mastery Hub: The Industry Foundation

Domestic Real Estate Tax Shelters Mastery Hub: The

3 Modules PRO LEVEL