Estate, Gift, Trust, and Generation-Skipping Transfer Taxes

Overview

With an increasingly steady stream of people nearing retirement, estate, gift, trust, and certain transfer taxes remain hot topics for individual
taxpayers and their tax advisors. This course will provide you with the understanding and tools needed to plan for tax-minimization on transfers of
wealth.

Find this course for your license

License or Certification

Regulator

Objectives

recognize rules related to estate, gift, trust, and generation-skipping taxes and the purpose of these wealth-transfer taxes
identify vehicles for wealth-transfer planning
recognize what is included in the gross estate of a decedent and calculate the gross estate value
recognize the various deductions and credits available when calculating the gross estate of a decedent
identify the purpose of generation-skipping transfers and the generation-skipping transfer tax according to the IRC

Tax Year: 2023-2024

Designed For:

CPAs, CFPs, Enrolled Agents, state tax preparers, and other financial advisors

WebCE® 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. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Prerequisites:	A general familiarity with wealth-transfer taxes
Advanced Preparation:	None

At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we're here to help professionals reach their career goals.

Quick Links

Catalog

Business Solutions

Blog

Special Offers

All Products

Information

Privacy

Business Continuity

Accessibility

Sitemap

Terms