About
This foundational course provides an introduction to the fundamentals of federal estate tax planning for individuals. Participants will learn the basic mechanics of how the estate tax is calculated, including the determination of the gross estate, allowable deductions, and the application of the unified credit. The course will also cover essential planning strategies, such as utilizing the annual gift tax exclusion and understanding the concept of exemption portability. This session is ideal for financial professionals, accountants, and individuals seeking a basic understanding of how to begin planning for potential estate tax liabilities. CPE Hours: 1.0
You can also join this program via the mobile app. Go to the app