Navigating the Generation Skipping Transfer Tax
What You'll Learn
At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?
In this webinar, Patrick Carlson, Vanilla’s Product Counsel…
Tom Dickson
Financial Experts Network
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At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?
In this webinar, Patrick Carlson, Vanilla’s Product Counsel, will review what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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: www.nasbaregistry.org.