​​​2020 TAXPRO Journal Issue 1 Exam

1 CPE for AFSP, EA, CRTP

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Summary

Now that a year of income tax reporting under the Tax Cuts and Jobs Act (TCJA) is in the rearview mirror, some may wonder if trusts are worth all the hype and additional work. After all, what’s the point of focusing on trusts and trust taxes anymore—hasn’t the use of trusts as a tool for estate planning and wealth transfer been diminished by the TCJA? And how do we, as practitioners, best advise clients if and when they ask if trusts are still a viable option to consider?

Exam Details

Materials will include the Trust Matters article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.

Course Year: 2020
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Deliver Method: QAS Self Study

CPE CreditsDesignationField of Study
IRS1AFSPFederal Tax Law Topic
IRS1EAFederal Tax Law Topic
NASBA0CPAN/A
CTEC1CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

How to Earn CPE

To receive credit for this article and exam, you must successfully pass the course exam with a score of 70% or better. We also recommend completion of the review questions and feedback provided with the article.

The course and exam will expire one year from the date of purchase.

Registration/Cancellation Policy

​You must be a current Professional or Premium level member to register for this exam. To access this member benefit, register before February 2021. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.

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