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Andrew Clark, Instructor
Andrew is an Enrolled agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients.
This instructor has 8 courses »To Access This Course:
This is part two of a two part extate planning and estate taxes course series.
This 2-hour course describes how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts. This course also discusses portability, and explains the benefits of electing portability as well as describing Generation Skipping Transfer Taxes.
Learning Objectives
- Overview of Estate Tax Calculation
- Debts and Other Important Estate Items
- Gifts
- Valuing the Gross Estate
- Marital Transfers and Portability
Last updated/reviewed: June 14, 2021
2 Reviews (12 ratings)Reviews
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
Course is substantially comprised of reading bullet points on slides. Examples with numerical components were read aloud without presenting them on a slide, in all instances save one. From my perspective, course would benefit from the instructor explaining WHY certain provisions exist and, perhaps, basic estate tax planning elements that are commonly used to take advantage of IRC provisions.
Abby Kruja
(Senior Finance Analyst at Honeywell)
Boring. Did not keep my interest as he was just reading from the slides.
Prerequisites
Course Complexity: Advanced
No advanced preparation or prerequisites are required for this course but taking Estate Taxes Part 1 is recommended before completing part 2.
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 .