Income Tax, Gift Tax, and Estate Tax, Oh My!

Income Tax, Gift Tax, and Estate Tax, Oh My!

Regular price $129.00

Get a brief overview of the differences and similarities among income tax, gift tax, and estate tax, and leave with an understanding of how planning for one can affect the others. Specifically, we will discuss:

  • why grantor trust status (income tax) does not guarantee estate inclusion (estate tax),
  • how a completed gift (gift tax) could still be included in the transferor's estate (estate tax), and
  • how estate inclusion (estate tax) can impact capital gains tax (income tax),

Note that we will not be discussing the generation-skipping transfer tax during this webinar.

CLE: 1.0 general credit

Approved States: AR, CA, CO, FL, GA, IL, ND, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AZ, CT, MO, NH eligible to claim credit)

We will supply you with the information needed to apply in other states.

Contact for CLE assistance.

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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