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2024-2025 Undergraduate & Graduate Catalog

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ACC 641 - Advanced Estate and Gift Taxation

The course focuses on more advanced transfer tax issues. Topics include estate and gift tax returns, discounts, the special valuation rules of Chapter 14, irrevocable life insurance trusts, gifting issues, the generation skipping tax, marital deductions, buy-sell agreements, family limited partnerships and charitable trusts. Prerequisite: ACC 627.

Credits: 3



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