Generation Skipping Transfer Tax
Generation Skipping Transfer Tax will give participants the understanding they need to discuss the implications of the generation-skipping transfer (GST) tax and answer common tax-related client questions.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 7.5 (CTFA/TAX) ; CFP: 4.5 |
| Prerequisites | Basic knowledge/expertise in trust field |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for trust officers who have already achieved a basic level of knowledge and expertise in the trust field.
Learning Objectives
After completing this course, students will be able to:
- Define key terminology, including transferor, skip person, and non-skip person
- Identify the three types of generation-skipping transfers
- Describe the available GST tax exclusions and the GST tax exemption
- Calculate GST tax due
- Recognize situations that may be affected by the GST tax
- Suggest planning techniques to minimize the effect of the GST tax, when appropriate
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.