Building Trust Expertise: Taxation and Estate Planning
Price: $ 159.00 (USD)
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Course Description
Building Trust Expertise: Taxation and Estate Planning introduces students to basic fiduciary income tax and estate planning concepts. It begins with tax basics, including terminology and how income tax is calculated. The trust taxation discussion covers the tax implications for grantor and charitable trusts, as well as trust accounting income. Students will also learn about distributable net income (DNI)-what it is and how to calculate it for simple and complex trusts. Students will move on to transfer taxes, including gift, estate, and generation skipping transfer taxes. This covers special rules for these taxes, ways to minimize taxes, and how to calculate the various taxes. Next, students will learn about basic estate planning, including why estate planning is important, things to consider, and advantages and disadvantages of making lifetime gifts. Finally, students will learn about estate planning with the marital deduction."
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Course Outline
, Tax Basics, How Trusts are Taxed , Transfer Taxes , The Estate Tax , Generation-skipping Transfers , Basic Estate Planning, Estate Planning for the Marital Deduction , Course Conclusion "
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More Information
| Language | English |
| Course Length | 4.80 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | Before beginning this course, you should be familiar with:, Building Trust Expertise--Trust Administration or equivalent knowledge and experience, including a basic understanding of the trust business" |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
Add to Cart