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The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26

 Various
 
4.0
Registration is Open
Member Price
$175.00 Regular Registration
Your Price
$229.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 07/29/2025 from 11:00 am to 2:30 pm
 Wed, 08/20/2025 from 11:00 am to 2:30 pm
 Tue, 11/18/2025 from 11:00 am to 2:30 pm
 Tue, 01/20/2026 from 11:00 am to 2:30 pm
 Wed, 03/25/2026 from 11:00 am to 2:30 pm
Designed For:

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.

Prerequisite:

An understanding of estate and gift tax principles

Transfer taxes, such as the estate and gift tax, create a drag on the accumulation of wealth over a family's generations. The government promulgated the generation-skipping transfer (GST) tax to discourage avoidance of the estate and gift tax by families. Randy Gardner explores: GST tax terminology, how the GST tax is calculated, ways to avoid the GST tax, and how to design a dynasty trust to pass property from generation to generation.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Overview

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine how the GST tax is calculated and how it relates to the estate and gift tax
  • Recognize language in estate planning documents that warrants allocation of the GST tax exemption and making the Reverse QTIP election
  • Identify opportunities to establish Dynasty Trusts to possibly avoid transfer taxes for generations to come

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.