Webcast: Estate & Tax Primer

WA783  |  Partner Virtual Events  |  Intermediate  |  Scheduled


This comprehensive course offers the participant an understanding of the federal income taxation of trusts and decedents' estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates. We will also discuss some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries. TOPICS DISCUSSED Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of Trusts and Estates Basic concepts of estate planning


Number of Credits Type of Credits
4 Tax


Basic knowledge of estate and gift taxation


LEARNING OBJECTIVES When you complete this course you will be able to: Understand the concept of a trust and the various types of trusts Advise clients on filing requirements for Forms 706 and 709 Identify the elements of an estate and grantor trusts Minimize transfer taxes by incorporating exemptions and credits Understand statutory provisions that mandate or protect interests of a decedent's spouse and/or children




This webcast is provided by the AICPA. After registering for the course, you will receive an email from the AICPA with instructions for logging in to the webcast and obtaining your eMaterials.


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Non-Member (Early Bird)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com