CPE Course Information
General Information
Course Number: | W0108224 |
Course Title: | Jennings-TaxSpeaker 1041s for Trusts and Estates - Co Sponsored Event - 8 hours |
Description: | Webinar Bundle credits not valid on this webinar. Learning Objectives: Upon completion of this course you will be able to: 1. Define estate 2. Identify the duties of the fiduciary 3. Identify the characteristics of QSSTs 4. Determine what qualifies as a grantor trust 5. Identify the qualities of estates and trusts 6. Identify the purpose of the probate court 7. Identify the purpose of the Income Distribution Deduction 8. Determine how to compute amortization allowances 9. Define short tax year 10. Determine what qualifies as IRD 11. Identify the options for IRAs inherited by a spouse 12. Define distributions in kind 13. Define discretionary income distributions 14. Define Irrevocable Living Trusts 15. Determine the advantages of Revocable Living Trusts. |
Speaker: | Bill Leonard, CPA, MAFF, CGMA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 08/22/2024 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 8 Credits Tax (Federal) |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 8:00 a.m. |
End Time: | 4:00 p.m. |
Pricing
PSTAP Member Rate: | 260.00 |
Non-Member Rate: | 350.00 |
Cancellation Policy
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show. |
Additional Information
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