Date: Jan. 13, 2025
Time: 8 – 11:30 a.m. PT
Transfer taxes, such as the estate and gift tax, create a drag on the accumulation of wealth over a family's generations. The government promulgated the generation-skipping transfer (GST) tax to discourage avoidance of the estate and gift tax by families. Randy Gardner explores: GST tax terminology, how the GST tax is calculated, ways to avoid the GST tax, and how to design a dynasty trust to pass property from generation to generation.
1000002679-124859
CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.
Taxes
Overview
An understanding of estate and gift tax principles
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This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.