Secure your legacy and protect your loved ones with strategies to minimize taxes and avoid unnecessary probate costs.
Welcome to "Estate Planning & Tax- Key CPA Strategies" your complete guide to safeguarding your future and your loved ones. This course equips you with the knowledge and tools to create a solid estate plan, minimizing taxes and ensuring your wishes are honored. We'll cover essential aspects, including:
By the end of this course, you'll have a firm grasp of estate planning fundamentals, empowering you to make informed decisions about your financial legacy and secure the future of your loved ones.
I am Sophie, a Certified Public Accountant (CPA) with more than 10 years of experience and an Accounting degree, I love to bring expertise and practical knowledge to the table. Passionate about accounting, I enjoy simplifying complex concepts for students. My teaching style combines real-world examples with interactive methods, aiming to make accounting principles accessible. I am dedicated to nurturing aspiring accountants and professionals through workshops and mentorship, contributing actively to the field while staying updated with industry trends.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
