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This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
Objectives:
- Determine which assets to donate and when to make the donation
- Recognize the different types of charitable gifts
- Identify the tax exclusions and deductions that will reduce estate taxes the most
- Plan asset distribution within the family
Topics:
- Charitable Donations
- More Ways to Donate
- Income Tax Savings
- Taxes and Your Will
- Benefits to Your Family
- Distributing Your Assets
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Minimum 500MHz Processor; 128 MB RAM; Minimum display resolution 800x600; Windows 2000, XP, Vista, 7 or Mac OS X v10.4+; Internet Explorer 6.0+ or Firefox 3.0+ or Chrome 3.0+ or Safari 4.0+. 56K minimum connection; Adobe Flash Player 9.0+ or Windows Media Player 9.0+ for IE users who do not have Adobe Flash Player; JavaScript, popup windows and cookies enabled; Sound card with speakers or headphones strongly recommended.
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Product names mentioned in this catalog may be trademarks/servicemarks or registered trademarks/servicemarks of their respective companies and are hereby acknowledged. All product names that are known to be trademarks or service marks have been appropriately capitalized. Use of a name in this catalog is for identification purposes only, and should not be regarded as affecting the validity of any trademark or service mark, or as suggesting any affiliation between MindLeaders, Inc. and the trademark/servicemark proprietor.
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