Generation-skipping Tax (GST) is imposed on a direct transfer of property to a grandchild that might otherwise be subject to two levels of estate taxation. Transfers made during lifetime are reported on Form 709; skips made at death are reported on Form 706 – thus, the GST cannot be escaped whether in life or after death! Or can it?
Find out how direct skips, trust distributions and terminations are taxed; then discover GST minimization and avoidance strategies that work.
Presented by Monica Haven, EA, JD
IRS CE: 2 Hours/Federal Tax Law UpdateNASBA CE: 2 Hours/Taxes
NSA ConnectED Webinar Series Program Level: Basic Prerequisites: None Advance Preparation: None Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.
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