- Type Certification
- Level Intermediate
- Time Hours
- Cost Paid
Online Tax Seminar: Trust and Estate Issues - 1 CPE
Issued by
Auburn University
This earner of this badge will be able to discuss estate planning to preserve the increased exemption amount before it expires at the end of 2025. The earner will review the definition of a gift, use of the annual gift tax exclusion, and when it is necessary to file a gift tax return. Explains how a tax practitioner can identify different types of trusts, and how those trusts report income tax to their beneficiaries.
- Type Certification
- Level Intermediate
- Time Hours
- Cost Paid
Skills
Earning Criteria
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After watching the course video, the earner completed an assessment with a score of 75% or better.