Estate & Trust Primer

Description

Have a strategy in place for taxes in estate planning Learn how best to manage:
– Tax obligations of trusts and estates, and how these obligations affect beneficiaries
– The federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on beneficiaries
– Planning options that can minimize your clients’ taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries

Learning Objectives

? Learn about the various types of trusts.

Major Topics

*Types of trusts

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Tax
Taxation
CPE Field of Study
TBD
Who Should Attend

CPAs, financial advisers, and estate attorneys

Instructor(s)
William Murphy
Prerequisites

None

Location
Online – AICPA Platform
Event Information
When
Feb 17, 2023
12:00 pm - 4:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
4
Format
Webcast Replay

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$197.00

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$241.00
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Estate & Trust Primer


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