Name
Session 3: How to Decrease an Estate: Taxable Gifts & Donative Transfers
Date & Time
Tuesday, October 24, 2023, 1:15 PM - 2:15 PM
Description

How to Decrease an Estate: Taxable Gifts & Donative Transfers (presented by Jeffrey Williamson, JD, MAcc) will examine ways to mitigate estate taxation by reducing the size of the gross estate through gifting. Topics covered will include an in depth look at gifting strategies, basis, gift valuation, and taxation consequences.