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Estate Planning Essentials: Tax Relief for Your Clients' Estates
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| Date |
August 18, 2010
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| Location | Quality Inn, Grand Island, NE |
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| Course Time |
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8:30 a.m. to 4:30 p.m. |
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What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax. Whether your client is accumulating wealth or planning for its distribution upon death, advise them on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
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| Course Highlights & Objectives |
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A review of Forms 706 and 709 - their preparation and filing requirements. Basic planning techniques to minimize transfer taxes; Introduction to wills and trusts. Basic valuation concepts for calculating the value of estates and gifts. Deductions and credits allowable in calculating estate and gift taxes. The unified tax nature of the estate and gift tax rates.
Upon completion of this course, participants will be able to Advise clients on filing requirements for Forms 706 and 709; Minimize transfer taxes by incorporating exemptions and credits; and Understand the structure of the estate and gift tax. |
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| Who Should Attend |
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| CPA firm tax staff who will be preparing Forms 706 and 709, calculating estate and gift taxes and planning for the transfer of assets by gift or inheritance. |
| Course Level | Basic |
| Prerequisites | None |
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| Discussion Leader | Robert Barnhill, AICPA |
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| Additional Information: |
Parking is available on site and lunch is provided. |
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| Fee |
$230 - Society Member
$260 - AICPA or Society Nonmember
$290 - AICPA & Society Nonmember |
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