Tax Considerations and Estate Planning
9 short videos covering every testable point in this unit. Pick a video below, or read any topic's full written lesson free in the CertFuel app, no signup wall.
Investment Returns and Tax Treatment 
Unified Transfer Tax System 
Lifetime Exclusion (Basic Exclusion Amount) 
Annual Gift Tax Exclusion 
Taxation of Securities Received as a Gift 
Inheritance of Securities 
Transfer on Death and Estate Planning Vehicles 
Generation-Skipping Transfer Tax (GSTT) 
Financial Exploitation of Specified Adults Read this unit's lessons, free
Every topic in this unit has a full written lesson, free to read in the CertFuel app with no signup wall. When you're ready to drill it, the paid Series 7 course adds adaptive practice questions and spaced-repetition flashcards.