Series 7 podcast · Episode 29
Tax Considerations and Estate Planning
47 min of listening
Analysis, Recommendations & Disclosures. Available inside the full CertFuel Series 7 course in the app.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Investment Returns and Tax Treatment
- Unified Transfer Tax System
- Lifetime Exclusion
- Annual Gift Tax Exclusion
- Taxation of Gifted Securities
- Inheritance of Securities
- Transfer on Death and Estate Planning Vehicles
- Generation-Skipping Transfer Tax
- Financial Exploitation of Specified Adults
Put this episode into practice with adaptive questions and flashcards in the full Series 7 course.