Estate & Gift Tax
Jack Bogdanski
Fall 2016
Handout Central
Class 1 (8-30-16):
Overview of Federal Wealth Transfer Taxes
Class 2 (9-1-16): Tax
Calculation Templates
Class 10 (9-29-16): Present Value Illustrations / Problem Solutions
Class 14 (10-13-16):
Sections 2036 and 2038 Compared
Class 22 (11-10-16,
Email): Estate Deduction for Claims Against the Estate
Class 23
(11-15-16): TPT Credit
Class 25 (11-22-16):
Generation-Skipping-Transfer Tax
Class 26 (11-29-16):
Special Valuation Rules
Class 26 (11-29-16):
Exam and Review Information
Created by: bojack@lclark.edu
Update: 29 Nov 16
Expires: 31 Aug 17