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Estate & Trust Primer - Tax Staff Essentials

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Webcast or Webinar

Online, ON 00000

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4.0 Credits

Member Price $225.00

Non-Member Price $269.00

Overview

A comprehensive guide to estate planning and the taxation of trusts.

Highlights

  • Types of trusts
  • Trustee powers
  • Recognition and realization of income
  • Elements of an estate
  • Taxation of trusts and estates
  • Basic concepts of estate planning

    Prerequisites

    None

    Designed For

  • CPAs
  • Financial advisers
  • Estate attorneys

    Objectives

    • Identify the elements of a trust.
    • Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).
    • Identify tax payment and reporting requirements for estates and trusts.
    • Distinguish between simple trusts and complex trusts.
    • Recall how pooled income funds are taxed.
    • Recall the filing requirements for estates and trusts.

    • Non-Member Price $269.00

    Member Price $225.00

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