Generation-skipping transfer tax issues may arise in both simple and complex estate plans. Learn the intricacies of this complex and often counterintuitive law and review how to recognize your clients' GST planning opportunities. Gain practical, in-depth knowledge of GST tax compliance and trust administration issues. Learn how to complete all tax forms related to the GST tax and explore advanced planning and compliance techniques with life insurance trusts. Learn how to integrate the laws of the 2012 Tax Act into estate planning and return preparation, such as integrating marital deduction planning, including the deceased spousal unused exclusion amount (DSUEA) with GST tax planning.
Arizona Society of CPAs410 N. 44th St. Ste 205 Phoenix, AZ 85008
(602) 252-4144
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