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IRS Number: 5KBKR-U-00485-17-O
This course reviews 2017 estate and gift tax rules and new amounts as established by Congress including the new estate and gift exclusion amounts. It also reviews rudimentary estate and gift tax planning ideas such as gifting strategies, medical exclusions, education exclusions and gift splitting. A short case study illustrates the benefits of the portability election and how to obtain it. An overview of basic gift and estate tax rules and planning concepts is provided in an example form in this short review class.
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webcast with a Live Moderator to answer your questions.
SYSTEM REQUIREMENTS - You must
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DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.
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Cancellation, Transfer and Refund Policy
This Internet-Live seminar carries the above mentioned hours of CPE credit, based upon a 50 minute contact hour. All Jennings Advisory Group seminars have been designed to comply with the Statement on Standards for Formal Group Study Programs published by the American Institute of Certified Public Accountants and the National Association of State Boards of Accountancy and to comply with CPE accreditation standards in the states in which they are held.
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
Event ObjectiveUpon completion of this course, you will be able to: 1. Determine when gift splitting is beneficial 2. Identify when gifts are considered non-taxable
Field of StudyTaxes
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