Name: Gift Taxation and Trust Planning 2025
Price: 110 USD
Rating: 5 (4 reviews)

What You'll Learn

check_circleUnderstand gift tax implications when placing assets in trusts.

check_circleIdentify scenarios where gifts to trusts trigger gift tax liability.

check_circleAnalyze the tax treatment of revocable and irrevocable trusts.

check_circleExplain the annual gift tax exclusion and its application to trusts.

check_circleDifferentiate between present interest and future interest gifts in trusts.

check_circleExplore strategies to minimize gift tax exposure through trust planning.

About This Course

This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2025. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required. At the end of this course, students will be able to:

Describe what financial transactions constitute a gift
Recognize when a gift transaction is completed
Identify the annual gift exclusion amount
Differentiate between present interest and future interest gifts
Recognize the types of gifts that are not subject to gift taxes
Recognize the benefits of gift splitting
Identify the form that is used for Gift Taxes and the due date for submitting it

Your Instructor

Lambers Inc.

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Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Gift Taxation and Trust Planning 2025

What You'll Learn

About This Course

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