Course ID: EGTP

Estate And Gift Taxation: Planning and Compliance

All tax is not income tax. In the complex area of wealth transfer planning, the best advisors anticipate opportunities, and help clients develop long-term strategies to pay as little tax as possible on transfers during their lifetime or at death. This program introduces participants to the specialized area of wealth transfer taxation. It also serves as a review for those who want to understand how the most recent changes in the law will apply to common wealth transfer planning. That knowledge is a critical component of what a tax advisor must know to effectively serve individual clients.

  • Identify information required for proper compliance with estate and gift tax rules
  • Prepare “audit proof” estate and gift tax returns
  • Effectively apply your knowledge in wealth transfer planning engagements


? Explanation of recent changes in the law taxing wealth transfers ? Probate estate vs. taxable estate ? Overview of Gift Tax Return (Form 709) ? Annual exclusion, gift splitting, proper disclosure of valuations ? Overview of Estate Tax Return (Form 706) ? IRS audit techniques for gift and estate tax returns ? Value of planning to reduce gift and estate taxes ? Basis of discounts for Family Limited Partnership interests ? When and how to defer estate taxes ? Election of estate v. income tax deductions ? Alternate valuation ? Estate and gift tax credits ? Disclaimers ? Planning for maximum benefit of exemptions

Tax advisors expecting to be involved in developing comprehensive wealth management and transfer planning strategies for individuals; including income, gift, and estate tax planning.


Nichols Patrick CPE, Inc



This course is available to be scheduled as:

Group Live

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