Larry Stein's 2021 Guide To Trusts, Estates, Gifts, And Income Tax Planning For Surviving Spouses, Heirs And Beneficiaries

You Pay: $379.00
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This course is 8.00 credits
Larry Stein
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Larry Stein

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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.

Designed For

CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.

Course Objectives

Upon the successful completion of this CPE Event, participants will be able to explain selected income tax, trust and estate planning strategies.

Major Subjects

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.


+ $379.00

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