10 CPE Credit Hours

After completing this course, participants will be able to:

Apply advanced tax planning strategies to reduce liability and optimize wealth for high-income individuals.

Design tax-efficient corporate structures and distribution strategies to minimize overall tax burden.

Structure cross-border operations to manage international tax obligations and optimize global tax efficiency.

Implement investment strategies that enhance after-tax returns and comply with tax rules governing various asset classes.

Maximize the tax advantages of charitable giving through strategic use of gifting vehicles and compliance planning.

Evaluate the tax consequences of M\&A transactions and apply key code sections to structure favorable deals.

Navigate multistate tax rules to minimize exposure and ensure compliance with nexus and apportionment requirements.

Adapt tax strategies to align with evolving laws, regulatory guidance, and long-term legislative trends.

QAS Self-Study

Prerequisites: None

Advance preparation: None

Accounting: 10 CPE credits

Published Date: 07/04/2025

Expiration/Review Date: 07/04/2026

Participants must successfully complete the qualified assessment with a minimum of 70% accuracy within one year of course enrollment to obtain a certificate of completion and earn 10 CPE credits.