2 CPE This course describes how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts, discuss portability, and explain the benefits of electing portability and also describe Generation Skipping Transfer Taxes.
Learning Objectives
- Identify and 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.
- Discover and describe the purpose of Generation Skipping Transfer Tax according to the IRC.
Last updated/reviewed: August 26, 2024
9 Reviews (70 ratings)
Reviews
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
Course is substantially comprised of reading bullet points on slides. Examples with numerical components were read aloud without presenting them on a slide, in all instances save one. From my perspective, course would benefit from the instructor explaining WHY certain provisions exist and, perhaps, basic estate tax planning elements that are commonly used to take advantage of IRC provisions.
Anonymous
()
Very informative presentation. Detailed explanations of the gross estate value. Good insight into the Portability of the ACA ( Unified Credit).
A variety of examples given, possibly the instructor could include a slide with the calculations in addition to his verbal explanations.
Anonymous
()
This course offered great detail to the various steps of valuing an estate, and provided examples to ensure the knowledge. The instructor was slightly dry but it is difficult to explain this topic with a sense of enthusiasm so I understand.
Anonymous
(CPA)
The content consisted almost entirely of the instructor reading the slides. Some of these concepts are very difficult, and more examples would have been helpful.
Anonymous
()
Good information overall but slides were lacking. Lecturer gave some examples which included calculations that were hard to follow and not included in powerpoint.
Nafisah Fudaeel
(Owner at Tax Roadmap)
This was a good basic foundational class on estate taxes. The instructor was clear and concise. The examples were relevant and easy to follow.
Anonymous
(retired)
Adding slides to visually show the examples discussed orally would really improve the user's comprehension. Great coverage of the topic.
Anonymous
()
Speaker appeared to be just reading a script and had no knowledge of the subject matter.
Eileen Perrin
(Financial Advisor at First Command)
It would be nice if the examples have slides instead of just rattling off the numbers.
Prerequisites
Course Complexity: Advanced
No advanced preparation or prerequisites are required. However, it is recommended to take first
2022 Estate Taxes Part 1
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Andrew ClarkInstructor
About Illumeo
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