Life Settlements - 0.2 CPE
Life Settlements - 0.2 CPE
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Description
Course Overview
Selling a life insurance policy through a life settlement can provide immediate cash but may also create unexpected tax consequences. This Nano Learning course examines how life settlements differ from policy surrenders, including tax treatment, reporting requirements, and viatical settlement exclusions.
Explore additional topics in our Nano Learning course collection.
What You'll Learn
Recognize how life settlement transactions are taxed differently from policy surrenders under federal tax law.
Who This Course Is For
Tax and accounting professionals advising retirees, estate planning clients, business owners, or individuals considering the sale or surrender of life insurance policies.
Course Details
|
Program Level |
Basic |
|
Prerequisites |
No |
|
Advanced Preparation |
None |
|
Field of Study |
Taxes |
|
Credit Hours |
0.2 CPE |
|
Delivery Method |
Nano Learning |
|
CPE Eligibility |
CPAs |
|
Refund Policy |
For refund, complaint, or cancellation policies, contact our office at 1-800-384-1101. |
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: www.nasbaregistry.org.