Estates & Trusts ***Members Only***, Towson, MD

Estates & Trusts ***Members Only***, Towson, MD
January 01, 1970
12:00 AM
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Profile Photo

Speaker:

David De Jong Stein Sperling De Jong Profile Photo

Speaker:

Steven A Widdes LLM Stein Sperling DeJong Profile Photo

Speaker:

Micah A Bonaviri LLM Stein Sperling DeJong Profile Photo

Speaker:

Caroline Bonaviri LLM Stein Sperling DeJong Profile Photo

Speaker:

Adam S Abramowitz JD Stein Sperling DeJong Profile Photo

Speaker:

David Torchinsky Stein Sperling De Jong

EVENT DESCRIPTION

This seminar will address the following issues:
• Estate Planning 2018 – Acting and Reacting to the Tax Cuts and Jobs Act
• Minimizing Minimum Distributions to (Hopefully) Grow Your Money
• Maximizing Basis Step-Ups on Death – Best Practices
• Recent Developments Affecting Maryland Estates – with Possible Changes to Come
• Estrangers and In-Laws and Outlaws – How Best to Avoid Litigation
• Everything You Always Wanted to Know About Probate – Unless It’s Your Own

EVENT OBJECTIVE

Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

EVENT DETAILS

Company:
Stein Sperling

Number of Hours:
8 (Recommended)

Prerequisite:
Knowledge of Estates and Trusts

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group-Live

Number Of Days:

Food Included:
Continental Breakfast, Beverages, Lunch

Seminar Number:

Early Cut Off Date:
01/01/1970

Phone:

Venue:
,

Accommodations:
,

Recommended For:
CPA (8), EA (8), CFP (8)

Approved By:
NASBA, IRS, CFP Board