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WEBINAR: 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.

Learning Objectives
  1. When you complete this webcast you will be able to:
  2. Understand the concept of a trust and the various types of trusts
  3. Advise clients on filing requirements for Forms 706 and 709
  4. Identify the elements of an estate and grantor trusts
  5. Minimize transfer taxes by incorporating exemptions and credits
  6. Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children
Major Topics
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, Professional Accountants with fiduciary tax experience, Financial Advisors, and Estate attorneys

Instructor(s)
Charles Borek
Prerequisites
Basic knowledge of estate and gift taxation
Location
Online
Event Information
When
Jun 2, 2016
1:00 pm - 5:00 pm EST
Location
Online
Total CPE Credits
4
Format
Webinar

Register for this Event

WEBINAR: Estate & Tax Primer


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