P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Federal Estate and Gift Taxes
Course Description: Federal Estate and Gift Taxes will give you the knowledge necessary to discuss the implications of federal estate and gift taxes, and to answer common tax-related client questions. Audience: This course is appropriate for trust officers who have already achieved a basic level of knowledge and understanding of federal estate and gift taxes. Learning Objectives: After successfully completing this program, you will be able to:   • Explain the impact of the unified tax system   • Identify the types of property included in the gross estate   • Explain the principles of valuing property in the gross estate   • Identify property that may be subject to a discount in valuation   • List deductions, exclusions, and credits that apply to either the estate or gift tax   • Describe transfers that are subject to the gift tax   • Calculate estate or gift tax due Course Credits: AIB: 0 ; ICB: 10.0 (CTFA/TAX, CISP) ; CFP: 5.5 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association