Course Outcomes
Learning Outcomes
Comprehend and apply the federal income tax laws dealing with estates and trusts
Learning Outcomes
Comprehend and apply the federal transfer tax laws dealing with gifts. Special emphasis is given to understanding the marital deduction.
Learning Outcomes
Comprehend and apply the federal transfer tax laws dealing estates. Special emphasis is given to transfers prior to death requiring inclusion in the gross estate and property transferred to the surviving spouse that qualifies for the marital deduction.
Learning Outcomes
Becoming familiar with and able to complete the forms for filing estate, gift, and trust returns