Estate & Tax Primer

Date: December 27, 2016 Time: 1:00 pm - 5:00 pm EST CPE: 4 Format: Webinar
EVENT DESCRIPTION

This comprehensive webcast 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.
Topics Discussed:
• Types of trusts
• Trustee powers
• Recognition and realization of income
• Elements of an estate
• Taxation of Trusts and Estates
• Basic concepts of estate planning

LEARNING OBJECTIVES
When you complete this webcast you will be able to:
Understand the concept of a trust and the various types of trusts
Advise clients on filing requirements for Forms 706 and 709
Identify the elements of an estate and grantor trusts
Minimize transfer taxes by incorporating exemptions and credits
Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Tax
CPE FIELD OF STUDY
Taxes (4 Credits)
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
COURSE LEVEL
Intermediate
LOCATION
Online Webcast
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