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What is the estate tax? What is the gift tax? How are they interrelated? Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax. Whether your client is accumulating wealth or planning for its distribution upon death, advise them on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
When you complete this course you will be able to:
CPAs, enrolled agents, and financial advisers
Advanced Preparation: None