{"product_id":"holiday-gifts-that-offer-tax-benefits-0-2-nano-cpe","title":"Holiday Gifts That Offer Tax Benefits - 0.2 Nano CPE","description":"\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eGive Better Gifts. Deliver Bigger Savings.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eEvery holiday season, clients ask some version of:\u003cbr\u003e“Can I gift this and get a tax benefit?”\u003cbr\u003eThey want to be generous \u003ci\u003eand\u003c\/i\u003e smart. Your job is to help them do both — without stepping on a compliance landmine.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis course gives you a clear, client-ready playbook for year-end gifting that creates \u003cb\u003ereal tax advantage\u003c\/b\u003e (not wishful thinking). You’ll walk away knowing exactly what to recommend, what to avoid, and how to explain it simply.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_d1fua44hmu\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eLearning Objective\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eIdentify compliant holiday gifting strategies that leverage gift-tax, education, retirement, and employee-gift rules to increase tax benefits for clients.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_6y8px4recudv\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eCourse Description\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eThis nano-learning course helps tax and accounting professionals guide clients on year-end gifting strategies that create legitimate tax advantages. Participants review key rules and dollar thresholds for gift-tax exclusions, education gifts (including direct tuition and 529 super funding), retirement contributions, and employer\/employee gifting so they can maximize benefits while avoiding compliance pitfalls.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_sgikmkbqdb7m\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eWho This Is For\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eTax and accounting pros answering year-end gifting questions\u003cbr\u003eAdvisors who want fast, clean guidance they can use with clients right away\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_p0ui26ree7yy\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eWhy It Matters\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eHoliday gifting is emotional. Tax rules are not.\u003cbr\u003eWhen you combine the two without a framework, clients can accidentally trigger gift tax, miss exclusions, or lose deductions they thought they had.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eWith the right strategy, though, gifting becomes a win-win:\u003cbr\u003eclients feel good, families benefit, and the tax outcome is optimized.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_sni517yddbre\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eAuthor \/ Instructor\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA\u003cbr\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003eLee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.\u003c\/span\u003e\u003cspan lang=\"EN\"\u003e \u003cbr\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 dir=\"ltr\"\u003e\u003cstrong\u003eCourse Details\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cdiv align=\"left\" dir=\"ltr\"\u003e\n\u003cdiv class=\"rte__table-wrapper\"\u003e\n\u003ctable style=\"width: 100%;\"\u003e\n\u003ccolgroup\u003e \u003ccol width=\"148\" style=\"width: 27.6038%;\"\u003e \u003ccol width=\"481\" style=\"width: 72.0352%;\"\u003e \u003c\/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDetail\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eInformation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eProgram Level\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBasic\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003ePrerequisites\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eAdvanced Preparation\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNone\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eField of Study\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eTaxes\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCredit Hours\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e0.2 CPE\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eDelivery Method\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eNano Learning\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPE Eligibility\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCPAs\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eRefund Policy\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eFor refund, complaint, or cancellation policies, contact our office at \u003c\/span\u003e\u003cspan\u003e1-800-384-1101\u003c\/span\u003e\u003cspan\u003e. \u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\n\u003ca name=\"_51juv1x4onsl\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN\"\u003e\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003ca name=\"_35p1cel92v1l\"\u003e\u003c\/a\u003e\u003cspan lang=\"EN\"\u003eThis course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: windowtext; text-decoration: none; text-underline: none;\"\u003e \u003c\/span\u003e\u003c\/a\u003e\u003ca href=\"http:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan style=\"color: #1155cc;\"\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 class=\"MsoNormal\"\u003e\n\u003ca name=\"_6zypxf4efe8i\"\u003e\u003c\/a\u003e\u003cb\u003e\u003cspan lang=\"EN\"\u003eMake Year-End Gifting Easy (for You and Your Clients)\u003c\/span\u003e\u003c\/b\u003e\n\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 12.0pt 0in 12.0pt 0in;\"\u003e\u003cspan lang=\"EN\"\u003eStart \u003cb\u003eHoliday Gifts That Offer Tax Benefits\u003c\/b\u003e and get the rules, thresholds, and advisory scripts you need to guide clients confidently through holiday generosity — with the tax benefits handled right.\u003c\/span\u003e\u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52130568044833,"sku":"2869077-A","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Gifts-881x728.jpg?v=1765824393","url":"https:\/\/www.taxcpe.com\/products\/holiday-gifts-that-offer-tax-benefits-0-2-nano-cpe","provider":"CountingWorks Learning Center","version":"1.0","type":"link"}