December 8, 2023


1 Total CPE Credits


Webinar (CA): Generation Skipping Transfer Tax 2023

  • Instructor

    Naomita Yadav

Learning Objectives

Determine application of the GST rule and when the tax is triggered. Recognize transfers that trigger GST and when to automatically allocate GST (or elect out) in gifting. Identify common pitfalls.

Major Topics

• Taxable terminations
• Mismatch between available exemption and GST and utilizing excess GST
• GST elections on Form 709 and automatic allocations

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


Completion of the Form 706 Preparation 4-part series is encouraged.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs and attorneys who work extensively with Estate plans and the Generation Skipping Transfer Tax.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 49 49
  • COCPA Non-Member

    $ 59 59
    Your Price

Please login to register.