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Purchase Estate Tax Return course material taught by Susan L. Anderson

08.19.13

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Attorney Susan L. Anderson served as faculty for a continuing education course regarding how to prepare Federal and Minnesota estate tax returns, through Foxmoor Continuing Education Services.  This course was qualified for 8 hours of continuing education credits, and was designed for attorneys, CPAs, accountants, certified financial planners, bankers and tax preparers.

 

Course Materials:

Purchase the Course Manual

Purchase the CD & Manual Package

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Minnesota and Federal Estate and Gift Tax 2013 | July 30, 2013 | Eagan, MN | 8:00am-5:00pm Course Agenda

Current State of Gift and Estate Tax Laws

  • Tax Relief Act of 2010
  • Repeal of Estate, Gift and Generation-Skipping taxes
  • January 2013 Expiration of 2010 Tax Relief Act
  • American Taxpayer Relief Act of 2013
  • Minnesota Estate and Gift Tax Law

Gift Tax, Estate Tax, and Fiduciary Income Tax Issues

  • Portability of Estate Tax Exemptions
  • Application of U.S. Generation-Skipping Tax
  • Planning and Administration Issues

Using Roger Wells Case Study to Illustrate Application of Tax Principles: Gift Taxation

  • Identifying Taxable Gifts
  • Exclusions and Exemptions
  • Preparing and filing form 709

Estate Tax Implications of Trusts

  • Marital trusts
  • General Powers of Appointment
  • Q-TIP Trusts
  • Revocable Trusts

Using Roger Wells Case Study to Illustrate Application of Tax Principles: Estate Taxation

  • Identifying Estate Assets
  • Who must file return and when?
  • Completing Schedule A: Real Estate
  • Completing Schedule B: Stocks and Bonds
  • Focus on Valuation Issues
  • Completing Schedule C: Mortgages, Notes and Cash
  • Completing Schedule D: Insurance on Decedent’s Life
  • Completing Schedule E: Jointly-Owned Property
  • Completing Schedule F: Other Miscellaneous Property
  • Completing Schedule G: Transfers During Decedent’s Life
  • Completing Schedule H: Powers of Appointment
  • Completing Schedules I, J, K, L
  • Completing Schedule M: Bequests to Surviving Spouse
  • Completing Schedule O: Charitable, Public, and Similar Gifts
  • Completing Schedule R: Generation-Skipping Transfer Tax

 

Susan L. Anderson
Attorney at Law
sanderson@hjlawfirm.com
952-746-2123

View Susan's Bio | Susan on LinkedIn