Comprehensive Guide to Estate, Gift, and Tax Planning

OVERVIEW

Estate Taxes are one of the taxes covered by the IRS’s unified transfer tax system. These are designed to collect taxes from transferring property at death. On the other hand, a gift tax is a federal tax paid by an individual who transfers something of value to another individual without receiving something of similar value in return.

The IRS also announced the annual inflation adjustment for the federal gift, estate, and generation-skipping transfer (GST) tax exemption, which increases the amount sheltered from taxes from $11,700,000 for 2021 to $12,060,000 as of January 1, 2022.

Under current rules, few taxpayers are subject to estate and gift taxes given the doubling of the Unified Tax Credit (UTC) by the Tax Cuts and Jobs Act of 2017. But the UTC is due to return to the pre-2017 figures adjusted for inflation in 2026. In addition, there is sentiment by the president and Congress to reduce the UTC even further. Hence, tax planning before 2026 may be something to consider at this time.

This Tax webinar highlights the federal tax issues associated with Estate, Gift, and Generation-Skipping Transfer Taxes.

WHY SHOULD YOU ATTEND?

Gain a better understanding of the estate, gift, and generation-skipping transfer taxes. Tax laws are constantly changing, and it is important to stay up-to-date with the latest developments. This webinar is an excellent opportunity to learn about the basics of these taxes and how they may impact your estate planning decisions.

LEARNING OBJECTIVES

To review the estate tax.
To analyze the generation-skipping transfer tax.
To identify the portability issue of an unused unified tax credit.
To discuss the relevant forms associated with the estate and gift taxes.
To explain tax planning considerations.

AREAS COVERED

Major topics covered in this webinar:

Introduction to Estate Tax
Generation-Skipping Transfer Tax (GSTT)
Form 706
Forms 1040 and 1041
Penalties

WHO WILL BENEFIT?

Estate Planning Attorneys
Financial Planners and Advisors
Tax Professionals
Accountants and CPAs
Trust Officers
Executors and Administrators of Estates
Business Owners and Entrepreneurs
High Net Worth Individuals and Families
Tax Managers, Tax Preparer, Tax Attorney
Tax Professionals who want to understand all the updates on Estate, Gift, and Generation-Skipping Transfer Taxes
Anyone interested in learning more about Estate Planning and Tax implications of transferring assets to heirs.

Purchase options

Option	Price
Recorded Link Only	$299
Recorded USB Only	$349
Corporate Recording (Upto 10 Attendees)	$599

*Training USB will be shipped within 7-10 working days. *Buy Now Pay Later option is available in the payment cart page.
*In case you're unable to attend the live session, we'll make sure you receive the recording promptly.

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Tony Curatola, PhD

Joseph F. Ford Professor of Accounting & Tax, Drexel University

About speaker

Tony Curatola’s area of research interest is the taxation of retirement, individual & small business taxation, and employee benefits. He is the Joseph F. Ford Professor at Drexel University and has authored over 230 articles in his field and has completed sponsored research for several organizations. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times. He is the editor of the tax column for Strategic Finance and the past editor of the Journal of Legal Tax Research. Dr. Curatola holds a variety of leadership positions and currently serves as chair emeritus of the IMA Research Foundation committee. Tony earned his BS and MBA (finance) from Drexel University, MA from the Wharton School of the University of Pennsylvania, and Ph.D. from Texas A&M University.

Dr. Curatola Area of Expertise: Federal and State Income Tax Policy Employee Benefits Retirement Income Taxation.