Webinar: What CPAs Should Know About Trust Instruments
WS749 | Course | Intermediate | Scheduled
Description
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
CPAS and trust and estate practitioners
Prerequisites
A foundation in estate and gift tax and a working knowledge of estate and trust income taxation
Highlights
- Legal definitions & principals involving estates & trusts
- Basic principles regarding property ownership
- Types of trusts commonly used
- Trust accounting fundamentals
- 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
Objectives
- Understand the fundamental legal principles of trust instruments
- Utilize trust instruments to accomplish certain tax results
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00