COMPLETE GUIDE TO ESTATE AND GIFT TAXATION – 35 CPEs

Objective: To understand various tax issues related to estate and gift taxation, both pre- and post-mortem.
This exceptional course encompasses all aspects of pre- and post-estate and gift taxation, including: • General overview of estate and gift taxation • Estate administration • Manner of holding title • Forms 706 and 709 filing requirements • Computing the federal estate and gift tax • Gross estate exclusions and deductions • Charitable gifting and valuation • Review of family limited partnerships, life insurance, installment notes • Post-mortem administration elections, and more.