Strengthen your knowledge of strategic estate planning.
6/6/2023 8:00am - 12:00pm | Online | AICPA
Members: $213.00, Non-members: $261.00
CPE Categories: Taxation (4 CPE)
Have a strategy in place for taxes in estate planning
Learn how best to manage:
- Tax obligations of trusts and estates, and how these obligations affect beneficiaries
- The federal income taxation of trusts and decedents' estates, along with the effects certain tax scenarios have on beneficiaries
- Planning options that can minimize your clients' taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries
Updated with details from SECURE 1.0 and 2.0, this webcast shares what you need to know to help clients optimize their estate tax plan in light of recent legislation.
Instructor: William Murphy
CPAs
financial advisers
estate attorneys
Identify the elements of a trust.
Identify the elements of an estate.
Identify the elements of a grantor trust.
Recognize the unused deductions passthrough to beneficiaries upon termination of an estate or trust.
Recall when the Form 1041 return must be filed.
Types of trusts
Trustee powers
recognition and realization of income
elements of an estate
Taxation of trusts and estates
basic concepts of estate planning
Effects of recent legislation on estate planning opportunities
Basic understanding of business taxation
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