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Webinar (AICPA): Estate & Trust Primer

Description

Have a strategy in place for taxes in estate planning Learn how best to manage:
– Tax obligations of trusts and estates, and how these obligations affect beneficiaries
– The federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on beneficiaries
– Planning options that can minimize your clients’ taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries

Learning Objectives

? Learn about the various types of trusts.

Major Topics

*Types of trusts

Provider
AICPA - Durham
Course Level
Basic
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, financial advisers, and estate attorneys

Instructor(s)
William Murphy
Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Feb 17, 2023
10:00 am - 2:00 pm MST
Location
Webinar
Total CPE Credits
4
Format
Webinar

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$ (% off)
$197.00

NON-MEMBER


$ (% off)
$241.00
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Webinar (AICPA): Estate & Trust Primer


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