Cannon Financial Institute

Taxation Workshop

This program addresses taxation from four perspectives – income, fiduciary, transfer, and generation skipping.  Definitions, calculations, concepts, and implications of personal income taxes, fiduciary income taxes, transfer taxes (gift and estate), and generation skipping taxes are presented. In addition, estate planning techniques used by resident and non-resident aliens to minimize taxation and to accomplish non-tax goals related to the disposition of wealth are discussed.

Topics

  • Generation Skipping Transfer Tax Overview
  • Transfer Tax Overview
  • Fiduciary Income Tax Overview
  • Personal Income Tax Overview

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