What CPAs Should Know About Trust Instruments Webinar
Jan 19
1:00 - 3:00 p.m.
Online
2-Tax
CPE Credits
- Understand the fundamental legal principles of trust instruments
- Utilize trust instruments to accomplish certain tax results
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
Registration
PICPA Member: $89
Nonmember: $114
More Information
Course No.
TRIT-2017-01-WEBNR-19-01
Level:
Intermediate
Prerequisites:
None
Notes
Your log-in instructions will be sent by Surgent at least 24 hours before the webinar.
Speaker(s)
Robert Keebler
Shareholder
Schumaker Romenesko & Associates SC
Course No. TRIT-2017-01-WEBNR-19-01
Level: Intermediate
Prerequisites: None
Notes
Your log-in instructions will be sent by Surgent at least 24 hours before the webinar.
Robert Keebler
Shareholder
Schumaker Romenesko & Associates SC
