Estates and Trusts Deep Dive
In this deep-dive bundle, explore the basics of trusts, tax reform's impact on estate planning, and taxation challenges facing both gifted and non-gifted estates.
This course is excluded from all subscription packages.
Develop a Practical Understanding of Trusts and How They Can Benefit Your Clients
The 2017 Tax Cuts and Jobs Act has doubled the exclusions for gift, estate and generation-skipping transfers and preserved date of death values for income tax basis – in a law that will sunset in eight years. Are you aware of the changes and the planning opportunities?
With all of the recent changes in the tax code and the increasing number of retirees, proper financial planning is more important than ever. This course will help you understand and identify estate planning opportunities specifically for Baby Boomer clients.
Learn How to Prepare the Federal Estate Tax Return, Form 706
Intentionally Defective Grantor Trusts – IDGTs – are a popular estate planning technique that can potentially benefit your clients. Explore how these trusts work and get tips on how to best put them to work for your clients.
The federal gift tax often comes as a surprise to clients who want to transfer wealth to family members. There is often confusion about how gifting works, what forms need to be filed, and how it can affect estate planning.
Total: 6 courses (12 CPE hours)
