Foundations of Tax - Module 2
This module focuses on the taxes that specifically impact estates, trusts, and wealth transfers. The origins of these taxes are explored as well as their intentions. Taxes for beneficial owners are more complex than for most Americans. With an understanding of these taxes and one’s beneficial asset holdings, beneficiaries can work more productively with their trust advisory team. To this end, students will begin to learn about the tax landscape they face and how to take a more strategic approach through tax planning.
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