Trust Instruments: What CPAs and Tax Preparers Must Know (Currently Unavailable)

Author: Robert S. Keebler

This course focuses on what CPAs and tax preparers must know about trust instruments to properly assist clients.

Publication Date: July 2016

Topics Covered

• Financial and Estate Planning

Learning Objectives

• Understand key aspects and processes of reviewing trust instruments
• Explain core principles regarding property ownership
• Understand the clauses commonly encountered in trust documents and their impact on your client's tax and estate plan

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of trust taxation issues

Advance Preparation
None