22WS-1344: Surgent's What CPAs Should Know About Trust Instruments (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Date
Tuesday, January 10, 2023
Time
12:00pm
-
2:00pm
Central Time
Location
Online
CPE credits
CPE
2.0
Field(s)
of study
Taxes - Technical (2.0)
Specialty
credits
2.0
IRS CE approved
Instructor
Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP
Fees
|
Standard Member Fee |
$99.00
|
|
Standard Nonmember Fee |
$99.00
|
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 broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.
Who should take this program?
CPAS and trust and estate practitioners
Major subjects
-
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
Learning objective(s)
-
Understand the fundamental legal principles of trust instruments
-
Utilize trust instruments to accomplish certain tax results
Course code
Code
22WS-1344
Sponsor
NASBA ID#: 103212
Level
Intermediate
Format
Group Internet Based
Prerequisites
Prereq.
None
Advance
prep
None
If you have questions about this event, please call us at 952-831-2707.
