Taxpayer Analysis – Retirement, Estate, and Gift Taxation
This badge indicates competence and understanding of Retirement, Estate, and Gift Taxation including:
Individual Retirement Accounts
Retirement Income
Retirement Planning
Foreign Account and Asset Reporting
Estate Taxes
Gift Taxes
This is one of 9 badges HOCK international offers related to studying for the EA exams.
Skills / Knowledge
- Retirement Planning
- Estate Taxation
- Gift Taxation
- IRAs
Earning Criteria
Required
Correctly answered 95% of the knowledge review questions.
Scored an 85% or higher on a comprehensive review test.