Estate and Gift Taxation Workshop

Learn the rules concerning the computation of estate, gift, and generation skipping transfer taxes.

Last offered in 2011

TOPICS:

Introduction

  • Wealth transfer objectives

Federal Gift Taxes

  • Objectives
  • Introduction
  • Taxable gifts
  • Computation of gift tax liability

Federal Estate Tax

  • Objectives
  • Introduction
  • Gross estate
  • Estate tax deductions
  • Taxable estate
  • Estate tax credits

INSTUCTORS: Robert E. Barnhill, III, JD, CPA/PFS, MBA, CFPÒ, Attorney at Law; Gregory J. Bouchard, Senior Extension Associate, Cornell.