Virtual
Wealth Wednesday: I Think I Get the GST of It!
Date: April 24, 2024
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Join the CalCPA Estate Planning State Committee and guest speaker Stefanie Lipson for an overview of all things Generation-Skipping Transfers (GST). We'll cover various topics, including a review of the GST Tax, calculations, exemptions, and automatic allocations regarding certain outright and in-trust transfers. We'll round out the conversation with property reporting of gift tax transfers, elections out of automatic allocations of exemption, and required reporting. Forms 709, 706, 706-GS(D) and 706-GS(T) will be referenced.
This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: I Think I Get the GST of It! (No CPE)
Product Code
1000003232-128046
Credit Type
CPE: 1CPE-Technical: 1MCLE: 1Intended Audience
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
Some working knowledge of GST is preferred.
Learning Objectives
Major Subjects
- Overview of GST structure and application.
- Automatic allocation of GST exemption.
- Reporting lifetime transfers (709) and transfers at death (706).
- Reporting GST taxable distributions and taxable terminations (706-GS (D) and (T).
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.