This course discusses estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.
Learning Objectives
- Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC).
- Identify the various types of trusts that can be used for estate planning.
- Recognize what is included in the gross estate of a decedent.
Last updated/reviewed: August 11, 2023
- 1. Practical International Tax for the Non-Specialist #7: Foreign Investment in US Real Property - FIRPTA
- 2. Updated Sales and Use Tax Nexus in the aftermath of SCOTUS South Dakota vs. Wayfair
- 3. Corporate Tax Filing: Schedule M-3: Part III: Compliance and Reporting Issues
- 4. Practical International Tax for the Non-Specialist #5: Section 956, Investment of Earnings in US Property
- 5. Impact of 2018 Tax Cuts and the Jobs Act on Corporations, Shareholders and Employees
- 6. Unraveling the Mystery of FX Gain or Loss Line
- 7. Practical International Tax for the Non-Specialist #1: Tax Residency and Foreign Financial Account Disclosures
- 8. Pre-Immigration Tax Planning
- 9. Corporate Transactional Tax I - Corporate Organizations, Contributions, Dividends and Non-liquidating Distributions
- 10. 2023 Gift Taxes
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Prerequisites
Course Complexity: Advanced
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Andrew ClarkInstructor