TaxSpeaker

2017 Estate & Gift Tax Update

E-Book & DVD Package

Credit Hours: 1

By: Bob Jennings CPA, EA

Quantity

Additional Exams **

$77.00
 
Product Description:

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 course does not meet the 80/20 rule for IRS CE credit.

Product Details
Credit Hours: 1
Price: $77.00
Shipping: $10.00 + $5.00 Download Table of Contents
Availability: Available on Sep 7, 2017
Testimonials

Course Objective

Upon 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 Study

Taxes

Prerequisites

None

Course Level

Basic

NASBA Category

Taxes

Publication Date

**One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

2017 Estate & Gift Tax Update

E-Book & DVD Package

Credit Hours: 1

by Bob Jennings CPA, EA