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24WS-0376: Surgent's What CPAs Should Know About Trust Instruments (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, June 17, 2024
12:00pm - 2:00pm Central Time
2 CPE (2 technical)  |  2 IRS CE

Alternate dates & more options

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.

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

Who should take this program?

CPAS and trust and estate practitioners

Fees

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00

More program information

Instructor Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. A foundation in estate and gift tax and a working knowledge of estate and trust income taxation
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.