Estate & Trust Primer - Tax Staff Essentials
Friday, November 01, 2024
Webcast or Webinar, Online
12:00PM - 4:00 PM (opens at 11:30AM) EST
4Credits
Technical Business
Registration is Open
Members
$213.00 Regular Price
Non-Members
$261.00 Regular Price
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$80.00 Members / $112.00 Non-Members
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Course Type: Webcast
Course Code: 24/AI514870
Level: Basic
Vendor: AICPA CPE Division
Field of Study: Taxes
Overview:
Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. The course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You will also learn how to prepare federal Form 1041 and the accompanying schedules.Objectives:
- Identify the elements of trusts and estates.
- Recall the filing requirements for estates and trusts.
- Indicate how electing small business trusts are taxed.
- Identify which deductions and credits are allowed for estates and trusts.
- Recall the significance of the Uniform Principal and Income Act (UPAIA).