Fiduciary Accounting & Tax Issues of Estates and Trusts
Thursday, June 06, 2024
8:30 AM - 4:00 PM (opens at 8:00 AM) EST
8Credits
Accounting and Auditing and Technical Business
Registration is Open
Members
$285.00 Regular Price
Non-Members
$410.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/FACT6WS
Level: Basic
Vendor: Surgent
Field of Study: Accounting, Taxes
Overview:
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.Objectives:
Distinguish fiduciary accounting income from taxable income and distributable net income Account for distributions for accounting and tax purposes Identify how the fiduciary income tax return differs from individual income tax Understand state law on principal and incomePresenters:
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Don Paul Cochran
Don Paul Cochran, JD, CPA, CFP®, CRC® Don Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate, and financial planning. Don has practiced law in both Iowa and Minnesota, was a CPA with the Small and Emerging Business practice of then Big 8 accounting...
Read more about Don Paul Cochran here