Consultant in Inheritance and Gift Taxes Course
Master every dimension of inheritance and gift taxation — from computing taxable estates to defending valuations under audit. This course equips you with the technical knowledge and practical tools to advise high-net-worth clients with confidence. Build a full-service transfer tax practice grounded in compliance precision and strategic planning expertise.

from 4 to 360h flexible workload
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.What our students say
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