Join President of Thompson & Associates, Cayce Powell, as he speaks with the President of our Legal Division, Bill Gustoff, JD, FCEP, as they give an overview of transfer taxes. In this podcast, they will cover the following points, and more:

1. What is transfer tax?
2. What is the gift tax? How is it calculated?
3. What is the estate tax? How is it calculated? Who pays this?
4. What assets make up an individual’s estate?
5. Is there state and federal estate tax?
6. What’s the percentage of Americans that the estate tax affects?
7. How can nonprofits be talking to their donors in this regards?

EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.

www.ceplan.com