Estate Taxes Part 1
SKU: 09-003-01-CPE
Credit Hours: 3
CPE Category: Taxes
CE Category: Federal Tax
Delivery Method: Online Group/Internet based
Instructor: Andrew Clark, EA
Course Description:
Estate taxes are one of the taxes covered by the IRS's unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course is the first part of a two-part series that will discuss estate planning and estate taxes. This part will describe the tools that are available for estate planning and will define the benefits of using each tool.
This course will cover the following topics:
- Overview of Estate Planning
- Overview of Trusts
- Taxation of Trusts
- Overview of Gift Taxes
- Gift Splitting
- Overview of Estate Taxes