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taxation Intermediate 21 lessons

Private Client & Estate Tax

Estate and gift tax planning. Trusts, wealth transfer, and private client tax strategy.

✅ 100% Free & Lifetime Access
⏱️ 5-Minute Lessons (Bite-sized learning)
🚀 21-Lesson Path (Independent modules)
📱 Mobile Friendly (Learn anywhere)
Estate Tax
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Complete Course Syllabus

  • 1
    Private Client & Estate Tax Environment Setup with VS Code
    Install, configure, and verify your development environment from scratch.
  • 2
    Foundations: The Building Blocks of Private Client & Estate Tax
    Learn the fundamental concepts you will use in every Private Client & Estate Tax project.
  • 3
    Professional Private Client & Estate Tax: Git Workflows
    Adopt the workflows and tools used by experienced Private Client & Estate Tax practitioners.
  • 4
    Advanced Private Client & Estate Tax: Expert-Level Techniques
    Push beyond the basics with sophisticated Private Client & Estate Tax strategies.
  • 5
    Scaling to Production: Launching Your Private Client & Estate Tax Career
    Deploy real projects and position yourself for Private Client & Estate Tax roles.

Estimated completion time: 21 lessons • Self-paced learning • Lifetime access

Career Outlook

Estimated Salary
$85k - $150k

What You Will Learn

Estate Planning
Trusts
Wealth Transfer

Skills You Will Gain

Estate Tax Planning

Prerequisites

Tax Basics

Private Client & Estate Tax FAQs

Corporate?

Private client focus.

Need more info?
All Reork courses are 100% free, self-paced, and fully accessible on mobile devices. No prior experience is required. Read our full Platform FAQ.

Tech Stack & Tools

Planning Tools
Research

Recommended Next Steps

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Partnership & Pass-Through Taxation

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Partnership tax, K-1s, basis calculations, and special allocations.

Tax Controversy & IRS Audits

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Represent clients in IRS audits, appeals, and Tax Court proceedings.

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