FICPA’s Estate, Gift, and Generation- Skipping Tax: An Intermediate Seminar (In Person)
4.0 Credits
Member Price $164.00
Non-Member Price $229.00
Overview
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This course provides a comprehensive exploration of the estate, gift, and generation-skipping transfer (GST) tax system. Participants will gain a deeper understanding of how these transfer taxes operate and interact, as well as insight into recent developments in estate planning that impact compliance and application.
Highlights
- Overview of the transfer tax system
- Deeper discussion into the individual components of the system
- Recent developments in estate planning
Objectives
- Identify transfers subject to gift and GST taxes
- Identify assets to be included in a decedent's estate
- Recognize when the use of a taxpayer's GST exemption is appropriate
Leader(s):
Leader Bios
Thomas Bazley, Technical Practice Leader, Weaver and Tidwell, L.L.P.
Tom Bazley is a managing director with Weaver and Tidwell, LLP where he serves as the Private Client Services Technical Practice Leader. Tom's focus is on income and transfer tax planning for high net worth and high-income individuals and families. His experience includes income and estate planning for retirement benefits, including required minimum distribution rules, income tax effects of certain distributions, using retirement benefits for charitable planning and issues related to trusts as beneficiaries of retirement accounts.
Tom is a frequent speaker to state CPA societies and estate planning councils. He has appeared on radio shows to discuss issues related to income and estate tax planning, as well as published articles in the AICPA's The Tax Adviser. He has developed and presented content for Surgent McCoy, the largest provider of continuing educational material for CPAs.
Tom is a graduate of the University of North Florida in Jacksonville.
Non-Member Price $229.00
Member Price $164.00