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
Type
Learning 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
Designed For:
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: | Participants should have a foundational understanding of federal tax law and estate tax concepts. |
| Advanced Preparation: | None |
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