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ACPEN Signature: 2019 Estate Planning and Trusts for CPAs (ACEPT09)

 
Date:Wednesday, October 2, 2019
Time:2:00 PM - 10:00PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: James A. Smith
Vendor:ACPEN
Course Level:Update
Early Bird Price:$225.00 FICPA Members, $275.00 Non-Members

Description:

TBD



Objectives:
  • Estate Planning
  • Trusts


Major Topics:

Estate Planning

  • Deceased Spouse Unused Exemption (DSUE)
  • Lifetime Giving - Basis Carryover

Trust Planning

  • QTIP Trusts (Qualified Terminable Interest Property)

Life Estate Trusts

  • Electing Small Business Trust (ESBT)
  • Qualified Subchapter S Trusts (QSST) - Issues related to Foreigners

Effective Grantor Trusts

Revocable Grantor Trusts and Testamentary Trusts

Spendthrift Trust



Who Should Attend:
Public Practitioners and Industry CPAs, EAs

Prerequisite:
None

Advanced Preparation:
None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: OPEN