Events Search
  Summary & Check Out (0)
Wednesday, December 4, 2024 Live Webcast

Estate & Trust Primer (E2412542)

1:00 PM - 4:30 PM EST

Registration: 12:30 PM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. The course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You will also learn how to prepare federal Form 1041 and the accompanying schedules.

DESIGNED FOR

CPAs, financial advisers, estate attorneys

BENEFITS

  • Identify the elements of trusts and estates.
  • Recall the filing requirements for estates and trusts.
  • Indicate how electing small business trusts are taxed.
  • Identify which deductions and credits are allowed for estates and trusts.
  • Recall the significance of the Uniform Principal and Income Act (UPAIA).

HIGHLIGHTS

  • Types of trusts
  • Trustee powers
  • Recognition and realization of income
  • Elements of an estate
  • Taxation of trusts and estates
  • Basic concepts of estate planning
  • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Dennis Riley

    Dennis P. Riley, CPA, M.B.A.

    Dennis Riley, CPA

    Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

    PRICING

    $199.00 - Member

    $274.00 - Nonmember

    Event Cancelled

    This event has been cancelled.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA