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.
Starting at $765.00
As few as 11 weeks
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.
X 439.3 Estate Planning.
Spring 2021 Schedule
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
Enrollment limited. Internet access required. Materials required.
No refunds after April 02, 2021
Course syllabus not yet available.