| Class Date(s) | Friday, Oct 6 2023 5:30PM-9:30PM Saturday, Oct 7 2023 8:30AM-5:30PM Friday, Oct 13 2023 5:30PM-9:30PM Saturday, Oct 14 2023 8:30AM-5:30PM Saturday, Oct 21 2023 8:30AM-5:30PM Saturday, Oct 28 2023 8:30AM-5:30PM Class# 2210527 Save this Class to Outlook (Click & Open) |
| Description | This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients. |
| Price | $800.00 |
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