Estate and Gift Taxation

MGMT X 427.12

This course examines the unified estate and gift tax and is intended for professionals who advise clients on estate and gift taxation matters.

READ MORE ABOUT THIS COURSE
Online
Starting at $765.00
As few as 11 weeks
4.0
3.3

What you can learn.

  • Learn about includable transfer, valuation problems, deductions for costs, claims, encumbrances, and losses
  • Be prepared to discuss marital deductions, the community property exclusion, charitable giving, and audit procedures
  • Understand generation-skipping transfers, disclaimers, and basis of property acquired by gift or inheritance

About this course:

This course is intended for professionals who advise clients on estate and gift taxation matters including CPAs, EAs, personal financial planners, and estate planning attorneys. The course examines the unified estate and gift tax, including such topics as includable transfer; valuation problems; deductions for costs, claims, encumbrances, and losses; marital deduction and community property exclusion; charitable deduction; tax computation under unified rate schedule; audit procedures; generation-skipping transfers; disclaimers; and basis of property acquired by gift or inheritance.
Prerequisites
X 439.3 Estate Planning.

Spring 2021 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Future Offering (Opens February 01, 2021 12:00:00 AM)
-
This section has no set meeting times.
Instructor: Dana Leland
379401
Fee:
$765.00
See Details
Notes
Enrollment limited. Internet access required. Materials required.
Refund Deadline
No refunds after April 02, 2021
Course Requirements
Course syllabus not yet available.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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