Back to Search

GST Tax From A to Z Webinar


Jan. 20
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

Course No.
Experience with trusts and estate planning principles.


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.


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.


You May Also Like

Advanced Issues: The Art of the Estate Tax Return Webinar
Oct. 27 | Webinar
Determine how to slash estate tax liability.Identify topics to make your estate tax return practice more effective.Protect valuable estate tax return elections for your clients.Learn practice tips to avoid claims ...
Preparing Form 706: The Federal Estate Tax Return Webinar
Jan. 19 | Webinar
Determine how to prepare each schedule to the estate tax return (Form 706).Identify how to present returns to minimize audit risks.Learn the filing and due date requirements-- often the source ...
Tax Considerations in Personal Financial and Investment Planning Webinar
Oct. 28 | Webinar
Discuss the tax savings opportunities involved in personal financial planning and investments of portfolios. ...