CPA EDUCATION PACKAGE
Wealth Transfer Tax Fundamentals &
6 Elements CPAs Should Know About
the Generation-Skipping Transfer Tax
Your clients look to you for sound advice. Choreo strives to provide timely content about topics that impact you and the clients you serve, whether they’re business owners, high-net-worth individuals, or families with generational wealth needs. Positioned at the intersection of tax and wealth, Choreo works with CPAs like you to help comprehensively serve your clients.
Wealth Transfer Tax Fundamentals
The estate tax, gift tax, and generation-skipping transfer tax are designed to limit the tax-free transfer of significant wealth. CPAs who understand how these taxes interact can offer invaluable guidance, helping clients structure their affairs to minimize tax burdens and maximize long-term family wealth.
6 Elements CPAs Should Know About
the Generation-Skipping Transfer Tax
The federal Generation-Skipping Transfer Tax (GSTT) can be extremely important for wealth transfer strategy and design. Learn how the GSTT functions to help you support tax planning for clients who intend to pass their wealth to multiple generations of their family.
If we can be of any additional service to you or your clients, don’t hesitate to reach out. If you’d like more information about how Choreo advisors partner with and support tax professionals, please complete the form below and we’ll be in touch.