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Estates and Trusts
Brand: Checkpoint Learning CPE Credits : 8
Category: Taxation Level: Update

What happens when our client passes away?  Do we lose a client or gain a new one?  In this webinar, we will take an in-depth look at estates and trusts.  Topics include:

  • the decedent’s final income tax return
  • income in respect of a decedent
  • the workings of wills and trusts
  • grantor trusts, basis and depreciation issues
  • fiduciary accounting and how it relates to preparing the fiduciary income tax return
  • 1041 deductions
  • the income distribution deduction
  • tax computation and techniques to minimize taxes
  • tax treatment of beneficiaries
  • trusts used in estate planning

By properly understanding and handling these issues, the tax professional can become the “go to” person for estate planning attorneys and financial advisors.

NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Please see outline below for webinar break schedule.

  Class Dates Media Format   Price Class Time
12/07-12/07/2017 Webinar   $189.00 09:00 AM - 05:00 PM Central Time
01/23-01/23/2018 Webinar   $189.00 09:00 AM - 05:00 PM Central Time
NASBA Delivery Method : Group Internet-based
NASBA Field of Study:
Taxes   8.0  hours
NASBA Publication/Revision Date:
NASBA National Registry of CPE Sponsors: Yes
NASBA Quality Assurance Service: No
Other Certifications:
  • NY Credits : 8.0
  • TX Credits : 8.0
  • IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 8.0
  • IRS Non-Credentialed Return Preparer Credits : Federal Tax - 8.0
Learning Objectives: Show
Outline: Show
Pre-requisites: Participant should have a basic knowledge of individual income tax.
Advanced Preparation: None
System Requirements:

YOU MUST USE A COMPUTER TO JOIN THE WEBINAR.
Webinars are scheduled through a WebEx service that is not yet supported on mobile devices (mobile phone, iPad, or other tablet devices).

Windows Operating Systems: Windows Vista 32-bit/64-bit, Windows 7 32-bit/64-bit, Windows 8 32-bit/64-bit, Windows 8.1 32-bit/64-bit, Windows Server 2008 64-bit, Windows Server 2008 R2 64-bit, Windows 10. Mac Operating Systems: OS 10.7, 10.8, 10.9, 10.10, 10.11.

Minimum System Requirements: Intel Core2 Duo CPU 2.XX GHz or AMD processor (2 GB of RAM recommended). JavaScript and cookies enabled on the Web browser. Active X enabled (unblocked for IE).

Browsers: Microsoft Internet Explorer 7 or later, Mozilla 1.7 or later, Firefox 3 or later, Safari 5 or later, Chrome 5 or later.

Course ID: W250T
Course Version: 1.00
 
To make your selection, check the box next to the event of your choice and then click on the green "Buy Now" button. If you prefer to order or register by phone, please call 1-800-231-1860
 
Refer to Course ID - W250T
 
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