GST Tax From A to Z Webinar

Aug 17
11:30 - 7:00 p.m.

Online

8-Tax
CPE Credits

Recognize GST law, events, special terms, recognition of issues and tax compliance with GST tax forms.Identify case examples, ranging from simple GST situations to complex applications and compliance issues.Identify how to maximize the benefit of the inflation adjusted GST exemption.Learn key planning tips and the traps to avoid.Checklists and actions plans for you to bring to your office to better serve clients and spot issues before the become big problems.Learn helpful tips for making timely and late allocation of GST exemption and avoid unwanted deemed allocations of GST exemption.Identify sample trust provisions to avoid GST problems.
Highlights
Review the intricacies of the generation-skipping transfer tax, a complex and often counterintuitive law. Recognize your clients' GST planning opportunities and compliance requirements. Direct skip, taxable distribuitons and taxable terminations are reviewed in depth.Gain practical, in-depth knowledge of GST tax compliance and trust administration issues; completion of tax forms related to the GST; and explore advanced planning and compliance techniques with life insurance trusts. Learn to integrate the exemption allowance with estate planning and return preparation, and master other GST planning opportunities.An expanded illustrated Form 709 with GST exemption allocations is included. Extensive sample questions provide practical insight into numerous rules and circumstances where GST transfers can arise.

Registration

PICPA Member: $295
Nonmember: $400

More Information

Course No. 4201271A Level: Intermediate

Prerequisites: Experience with trusts and estate planning principles.

Notes
None

Speaker(s)

Keith Schiller