Estate & Tax Primer

Description

This comprehensive course 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
  1. Understand the concept of a trust and the various types of trusts
  2. Advise clients on filing requirements for Forms 706 and 709
  3. Identify the elements of an estate and grantor trusts
  4. Minimize transfer taxes by incorporating exemptions and credits
  5. Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children
Major Topics
  1. Types of trustsTrustee powersRecognition and realization of incomeElements of an estateTaxation of Trusts and EstatesBasic concepts of estate planning
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, professional accountants with fiduciary tax experience, financial advisors, and estate attorneys
Course Level
Intermediate
Instructor(s)
Charles Borek
Location
Online Course
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When
Nov 4, 2016
9:00 am - 1:00 pm
Location
Online Webcast,
Total CPE Credits
4
Format
Webinar
Instructor
Charles Borek

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Estate & Tax Primer


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