EVENT DESCRIPTION
This is a two-pronged course designed to get you started in the practice of estates and trusts as well as a great update for the experienced tax professional covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles, and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The “What’s New” chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections including alternate valuation date and disclaimers are discussed as these areas are of particular interest to the tax preparer.
EVENT OBJECTIVE
Coming Soon!
EVENT DETAILS
Company:
Gear Up
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, Lunch, Beverages
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