Estate, Gift, and Generation-Skipping Transfer Tax  #700424

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Course Description
Course publication/revision date: This course was updated on 6/19/2024 (covers 2024 tax year).
The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. The course will describe the tools that are available for estate planning and will define the benefits of using each tool. Also covered is how to identify what is included in the gross estate and how to calculate the gross estate amounts. The course will also identify the conditions under which filing a gift tax return is required. Finally, the course will identify and discuss the different types of generation-skipping transfers and how each are taxed by the IRS.

Course, Credit, Sponsor Information  
(See Table of Contents and Learning Objectives, above)

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

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