Estate Taxes Part 1 – Live Webinar

Course Description

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course is the first part of a two-part series that will discuss estate planning and estate taxes. This part will describe the tools that are available for estate planning and will define the benefits of using each tool.

Learning Objectives

At the end of this webinar, student will be able to:

• Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC),
• Identify the various types of trusts that can be used for estate planning,
• Recognize what is included in the gross estate of a decedent,

CPE Credit: 3 CPE Credits for CPAs and EAs

Level: Intermediate

Instructional Method: Group Internet Based

NASBA Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Revision Date: April 6, 2021