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Home 9 Event 9 Generation-Skipping Transfer Tax: Fundamentals and Planning Opportunities

Generation-Skipping Transfer Tax: Fundamentals and Planning Opportunities

When: June 18, 2020

at 1:00pm

- 2:50pm

Location: (Webinar)

Private Client Services Partners Michael Clear and Daniel Daniels will take part in a Strafford webinar on June 18, 2020, on the topic, “Generation-Skipping Transfer Tax: Fundamentals and Planning Opportunities.” Michael and Daniel will “describe the fundamentals of the complex federal generation-skipping transfer tax in simple and clear terms.”

Attendees of this webinar will learn:

  • How to identify “skip persons” and gifts that qualify as GSTs
  • How to keep track of exemption amounts accumulated over multiple years
  • The difference between direct skips and indirect skips
  • A guide to Form 709 for gifts that must be reported but do not incur GST tax
  • How to calculate GST tax on taxable gifts

To register, click here.

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