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Smart Gifting Strategies for Family Wealth Transfer

Taxes

Smart Gifting Strategies for Family Wealth Transfer

Course 34155A · 2 hrs · CPA & EA

Gifting assets to family members can be a powerful way to reduce taxable estates and support loved ones—but timing and execution matter. This course covers key gifting strategies, annual exclusion planning, and education funding tools including 529 plans, autopilot contribution approaches, and prepaid tuition options. Whether you're helping clients fund college or shift wealth to the next generation, you'll come away with concrete techniques to structure gifts in a tax-efficient and goal-aligned way.

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  • Hours: 2
  • Exam questions: 6
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Smart Gifting Strategies for Family Wealth Transfer
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