Prix Fixe: An Overview of Estate and Gift Tax Planning WEBINAR

Overview

This course will cover the intricacies of estate planning essentials. From understanding current exemption amounts and estate tax rates to unraveling the complexities of gifting rules and types of trusts. This course will help you learn to navigate the nuances of wealth transfer seamlessly. Learn how to optimize gifting strategies, leverage discounts for minority interests, and maximize your estate plan’s effectiveness.

Highlights

Understand the current exemption amounts and estate tax rates. Unravel the complexities of gifting rules and types of trusts. Navigate the nuances of wealth transfer.

Prerequisites

None.

Designed For

CPAs and other tax professionals.

Objectives

Learn how to optimize gifting strategies, leverage discounts for minority interests, and maximize your estate plan’s effectiveness.

Preparation

None.

Notice

None.