Understanding the Generation Skipping Transfer Tax (Currently Unavailable)

Author: Steven G. Siegel

Understanding the Generation Skipping Transfer Tax, provides a practical review of the steep, somewhat confusing, and often misunderstood Generation-Skipping Transfer (GST) tax. It offers a clear, concise and updated overview of the GST tax and related compliance and planning issues, concerns, and strategies.

Publication Date: February 2015

Designed For
Tax practitioners

Topics Covered

• Generation-skipping transfer tax
• Compliance and planning issues
• Wealth Management
• American Taxpayer Relief Act (ATRA)
• Exclusions, exemptions, and elections
• Grandfathered trust isses

Learning Objectives

• Gain a practical and up-to-date understanding of what the GST tax is and how it works
• Know how to determine the GST tax
• Identify planning opportunities with the GST tax

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic familiarity with tax planning and preparation

Advance Preparation
None