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This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
Objectives:
- Determine which assets to donate and when to make the donation
- Recognize the different types of charitable gifts
- Identify the tax exclusions and deductions that will reduce estate taxes the most
- Plan asset distribution within the family
Topics:
- Charitable Donations
- More Ways to Donate
- Income Tax Savings
- Taxes and Your Will
- Benefits to Your Family
- Distributing Your Assets
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P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.
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Terms of Use:
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