As estate taxes impact fewer taxpayers, income tax planning has taken center stage in wealth transfer. This course explores key estate, gift and trust tax issues to help professionals navigate today’s evolving tax landscape.
DESIGNED FOR
CPAs, tax professionals and financial advisors involved in estate, gift and trust planning or compliance
BENEFITS
- Understand how current laws affect estate, gift and trust tax planning.
- Learn practical strategies for structuring trusts and wealth transfers.
- Identify opportunities to minimize tax burdens and maximize after-tax wealth.
HIGHLIGHTS
- Impact of rising exclusion amounts and the shift toward income tax planning
- Grantor vs. non-grantor trusts
- Federal estate and gift tax issues, including basis considerations and Forms 706 & 709
- New Jersey Inheritance Tax Return and the Compromise Tax
- Overview of different trust types: revocable, irrevocable, simple and complex
SPONSORED BY
Help Feed Those in Need
- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.