Name: Estate Administration, Taxation, and Portability for 2025
Price: 91 USD
Rating: 4.8 (6 reviews)

What You'll Learn

check_circleCalculate the gross estate of a decedent, identifying all property and assets included.

check_circleRecognize various deductions and credits available when calculating the estate tax liability.

check_circleExplain the concept of portability, including the benefits and calculation of portability exemption amounts.

check_circleUnderstand the purpose and operation of generation skipping transfers and the generation skipping transfer tax.

check_circleExplore the application of estate tax rules to different types of property and assets.

check_circleEvaluate the potential impact of estate tax planning strategies on tax liability and wealth transfer.

About This Course

This course will describe how to identify what is included in the gross estate, demonstrate how to calculate gross estate amounts, discuss portability and the benefits of electing portability, and describe Generation Skipping Transfer Taxes.

At the end of this course, students will be able to:

Calculate the gross estate of the decedent.
Recognize the various deductions and credits available when calculating the gross estate of a decedent.
Recognize the benefits of electing portability and calculating portability exemption amounts.
Describe the purpose of Generation Skipping Transfer Tax according to the IRC.

Your Instructor

Lambers Inc.

menu_book146 courses

star5,388 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Estate Administration, Taxation, and Portability for 2025

What You'll Learn

About This Course

Your Instructor

Credit Information

What Students Are Saying

Frequently Asked Questions