Wednesday, Jun 9, 2021
8:45am – 4:30pm
Join Larry Stein as he discusses trust and estate planning for surviving spouses, heirs and beneficiaries. Form 1041, 709, and 1040 ideas will be emphasized. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.
Upon the successful completion of this CPE Event, participants will be able to explain selected income tax, trust and estate planning strategies.
Part One - Trusts and Estates (200 Minutes) Updating estate plans Post-election update Basis Serving as an executor or trustee Estate administration - Step by step Gifts, inheritances Income tax planning Trust and estates - Form 1041 insig
Basic knowledge of federal taxation.
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