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Course Detail

Estates and Trusts - 2018  

CATEGORY: Taxation
Seminar / Workshop
8 CPE Credits
Level: Basic
Please contact a salesperson at 800.231.1860 to buy this course.

This is a two-pronged course designed to get you started in the practice of estates and trusts as well as a great update for the experienced tax professional covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles, and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The “What’s New” chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections including alternate valuation date and disclaimers are discussed as these areas are of particular interest to the tax preparer.

Early Bird Deadline for most self-sponsored seminars is: July 1, 2018
Does not apply to association seminars, or to seminars held as part of a spring or summer conference event.

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Please contact a salesperson at 800.231.1860 to buy this course.

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Course outline