FREE CPE Credits (4): Estate and Gift Giving

Presented by: Becker Professional Education

Saturday, August 28, 7:30 a.m. – noon

The Philanthropy Center
33 E. Woodstock St., Crystal Lake
815-338-4483

Estate Block of Classes – 4.0 Credits Total (Free)
Instructor: Timothy Gearty, CPA, MBA, JD, CGMA

7:30 a.m.  Registration and refreshments

8 – 9 a.m. Estate and Gift Taxes, Part 1
This course will be an overview of:

  • The estate and gift tax system
  • A comparison between current tax law and anticipated future law changes
  • The complex and constantly changing rules that govern estate and gift taxes

9-10 a.m. Estate and Gift Taxes, Part 2
This course will be an overview of:

  • The tax system that governs the transfer of wealth at death
  • The estate and gift tax system

10 a.m. – noon Estate and Gift Taxes, Part 3
This course will be an overview of:

  • The generation-skipping transfer tax
  • The knowledge and practical experience needed to navigate through the complex and constantly changing rules that govern estate and gift taxes
  • The income tax treatment of trusts and estates

Credit
The Community Foundation for McHenry County is offering FREE CPE Continuing Education Credits through Becker Professional Education. To be eligible for credits, participants must be registered and attend the entire seminar in person. 

Register online at thecfmc.org or call 815-338-4483.

*Tim Gearty, instructor, will be presenting virtually. 

We are offering FREE CPE Continuing Education Credits through Becker Professional Education. To be eligible for credits, participants must be registered and attend the entire seminar.

FREE CPE Credits