Tax 101 for Estate Planners

NBI Verified independent store

→

You don't need to know how to guide clients through complex IRS audits, but understanding "the rules of the game" in estate planning is essential. Undue tax burdens are one of the biggest nightmares your clients are looking to prevent. This course provides a solid tax basics foundation for your planning efforts. Get a critical overview of intervivos and post-mortem tax rules and planning approaches, basic forms, and tips from experienced practitioners. Steer clear of liability while leveraging tax-planning techniques. Register today! Understand the federal tax system, including exemption amounts and tax rates. Explore income taxation of trusts and estates, including fiduciary income tax principles. Learn planning techniques to minimize tax liability. Steer clear of legal ethics dangers associated with tax in estate planning. Show more