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## Course Overview


Program Field of Study: Taxes/Federal Tax Related Matters

Program Level: Basic

Credits: 1 CPE | 1 CE

Advanced Preparation: None

Prerequisite: None


This session provides a practical overview of the taxes that affect the transfer of wealth during life and at death (the so-called “death taxes”): the federal estate tax, state inheritance taxes, the federal gift tax, the generation-skipping transfer (GST) tax, and capital gains taxation of inherited and gifted property. Attendees will learn how these regimes interact, where common planning pitfalls arise, and how recent developments affect advising clients.


## Credit Types:


![IRS Provider Logo Continuing Education](https://www.alfi.org/wp-content/uploads/2026/08/Layer_1.png)


![National Registry of CPE Sponsors](https://www.alfi.org/wp-content/uploads/2026/08/image-1.png)


EARN 1 CE CREDITS


EARN 1 CPE CREDITS


DURATION: 1 Hour


![](https://www.alfi.org/wp-content/themes/alfi/assets/images/instructor-bg-3.png)


![Headshot of Jake Polivka](https://www.alfi.org/wp-content/uploads/2026/06/Jake-500x500-upscale.png)


Jake Polivka


Estate Director


[VIEW COURSES](https://www.alfi.org/instructor/jake-polivka/)