Estate Taxes Part 2
SKU: CPE-06-156
Credit Hours: 2
Level: Basic
Category: Taxes
Requires Prerequisites or Advanced Preparation: No
Delivery Method: Online Video
Instructor: Andrew Clark, EA.
Course Description:
This 3 hour course will describe how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts. This course will also discuss portability, and explain the benefits of electing portability as well as describing Generation Skipping Transfer Taxes
This course will cover the following topics:
- Overview of Estate Tax Calculation
- Debts and Other Important Estate Items
- Gifts
- Valuing the Gross Estate
- Marital Transfers and Portability