Live CPE Webinar
What CPAs Should Know About Trusts & Estates
- CPE Credits
- 2
- Price
- $89.00
- Field of Study
- Taxation
- Format
- Online
This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand and the ability of language in the trust instrument to accomplish a certain tax result.
Major Topics:
- Legal definitions & principals involving estates & trusts
- Basic principles regarding property ownership
- Certain clauses that are important to understand
- Formula valuation clauses
- Requirements for a trust to be a qualified designated beneficiary of an IRA
- Using IRD to fund charitable bequests
Learning Objectives:
- Understand trust accounting fundamentals
- Learn about the types of Trusts commonly used
Designed For
CPAs, Financial Advisers and Estate Attorneys
Prerequisites
None