AIB Federal Estate and Gift Taxes (AIB-8403)

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This course will give you the knowledge necessary to discuss the implications of federal estate and gift taxes, and to answer common tax-related client questions.

Delivery Options

Self-Paced Online

Audience

Trust Officers who have already achieved a basic level of knowledge and understanding of federal estate and gift taxes.

Learning Objectives

   At the conclusion of the program participants will be able to:

• Explain the impact of the unified tax system
• Identify the types of property included in the gross estate
• Explain the principles of valuing property in the gross estate
• Identify property that may be subject to a discount in valuation
• List deductions, exclusions, and credits that apply to either the estate or gift tax
• Describe transfers that are subject to the gift tax
• Calculate estate or gift tax due

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834