Webinar (AICPA): Estate & Tax Primer

Description

This comprehensive course offers the participant an understanding of the federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates. We will also discuss some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries. Topics discussed • Types of trusts • Trustee powers • Recognition and realization of income • Elements of an estate • Taxation of Trusts and Estates • Basic concepts of estate planning

Learning Objectives

Understand the concept of a trust and the various types of trusts~Advise clients on filing requirements for Forms 706 and 709~Identify the elements of an estate and grantor trusts~Minimize transfer taxes by incorporating exemptions and credits~Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children

Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Taxes
4
Instructor(s)
David Peters
Prerequisites

Basic knowledge of estate and gift taxation

Register Now
When
Nov 8, 2018
11:00 am - 2:59 pm
Location
Online
Total CPE Credits
4
Format
Webinar
Instructor
David Peters

MEMBER


$ (% off)
$159.00

NON-MEMBER


$ (% off)
$199.00
Become A Member

Register for this Event

Webinar (AICPA): Estate & Tax Primer


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×