​​December 2023 TAXPRO Exam

1 CPE for AFSP, EA, CRTP

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Summary

Inheritance of property, money or other investments from a decedent can come with a dizzying array of tax consequences and potential pitfalls. The tax professional is often called upon to help the beneficiary sort through the maze of regulations and assist their client with minimizing the tax burden of their inheritance. Learn how to be a tax hero by helping the beneficiary through this confusing time. 

Exam Details

Materials will include You've Inherited - Now What?​ article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.

Course Year: 2023
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery 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 November 2024. 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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