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Consultant in Inheritance and Gift Taxes Course

Consultant in Inheritance and Gift Taxes Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This course covers the complete transfer tax system, starting with taxable events and the gross estate, then moving through valuation methodologies, exemptions, and progressive rate calculations. You will learn how to prepare estate and gift tax returns, manage deadlines, and navigate the audit and appeals process. The curriculum also addresses strategic planning structures, including irrevocable trusts, freeze techniques, and charitable transfer vehicles. Cross-border issues, income tax consequences, and digital asset considerations are integrated throughout. By the end, you will be equipped to deliver comprehensive, defensible transfer tax advice to clients at every wealth level.

Elevify advantages

Develop skills

  • Estate Tax Base Computation: Calculate gross estates and taxable gifts accurately using unified credit rules.
  • Asset Valuation Defense: Apply accepted methodologies to produce valuations that withstand IRS scrutiny.
  • Transfer Tax Compliance: Prepare complete estate and gift tax returns while managing all filing deadlines.
  • Strategic Wealth Transfer Planning: Design lifetime gifting and trust structures that minimize multi-generational tax liability.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

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