Virtual
Generation-Skipping Transfer Tax 2024
Date: Jan. 13, 2025
Time: 9 – 10 a.m. PT
CPE: 1
Overview
This advanced course is designed to complement the 4-part 706 Preparation Series and will discuss various aspects of the Generation-Skipping Transfer Tax.
Product Code
1000002907-126213
Credit Type
CPE: 1CPE-Technical: 1MCLE LS-EP: 1Intended Audience
CPAs and attorneys who work extensively with Estate plans and the Generation-Skipping Transfer Tax.
NASBA Field of Study
Taxes
Level of Difficulty
Advanced
Prerequisites
Completion of the Form 706 Preparation 4-part series is encouraged.
Advance Preparation
Working knowledge of Forms 706 and 709.
Learning Objectives
Major Subjects
- Taxable terminations
- Mismatch between available exemption and GST, and utilizing excess GST
- GST elections on Form 709 and automatic allocations
Faculty
Naomita Yadav
Naomita Yadav has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.Naomita advises families with generati...
More about Naomita YadavAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.