Estate & Trust Primer - Tax Staff Essentials (X3-4514290)

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Tuesday, July 2, 2024 Live Webcast

9:00 AM - 1:00 PM EDT

Vendor Platform

4 CPE Credits in TX

A comprehensive guide to estate planning and the taxation of trusts.

DESIGNED FOR

CPAs
Financial advisers
Estate attorneys

BENEFITS

Identify the elements of a trust.
Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).
Identify tax payment and reporting requirements for estates and trusts.
Identify the rules regarding the deduction for distributions from complex trusts and decedents’ estates.
Recall when a grantor has a reversionary interest.
Recall how pooled income funds are taxed.
Recall the filing requirements for estates and trusts.

HIGHLIGHTS

Types of trusts

Trustee powers

Recognition and realization of income

Elements of an estate

Basic concepts of estate planning

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

William F. Murphy, CPA/PFS, ABV, CFF, CGMA, CVA
(4.4)

AICPA

PRICING

$213.00 - Member

$261.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST