Get in touch. Contact us or request a meeting.

I'd like to schedule a meeting.
Sending message...

Hellmuth & Johnson PLLC

8050 West 78th Street, Minneapolis, MN 55439
LOCAL 952-941-4005
FREE 888-343-3918
FAX 952-941-2337
info@hjlawfirm.com

Subscribe. Join our mailing list.

General
Community Association
Construction
Employment
Family Law
IT & eCommerce
Real Estate
Subscribing...

Disclaimer

Transmission of information to H&J via this form does not establish an attorney-client relationship. Confidential information should not be sent through this form.

Accept    Decline

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

08.19.13

Photo

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

__________________________________________________________________

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