Estate and Trust Primer for CPAs

Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration. These courses provide a practical understanding of the issues involved in making decisions regarding clients' trusts. You also get guidance on dealing with tax compliance issues at death and preparing the federal estate tax return (Form 706), the federal gift tax return (Form 709), and the decedent's final federal income tax return.

Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration.
Many estate planning techniques have "acronym" names — These names sometimes cause confusion among both practitioners and clients. This course should clarify those "acronyms" in order to better communicate between your clients.
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a trust is the appropriate vehicle for a client's financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will when and why trusts should be utilized in a client's financial, estate, and asset protection plan.
This course provides practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent's final federal income tax return, Form 1040.
This course provides you with a practical line-by-line understanding of how to prepare a federal estate tax return (Form 706).
Tax compliance issues in the gifting of assets are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in the line-by-line preparation of the federal gift tax return (Form 709)
Total: 6 courses (12 CPE hours)

Fees
Estate and Trust Primer Promotion Special Fee$99
Regular Fee$199


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