Webcast Title: Guiding Surviving Spouses, Heirs, Beneficiaries, Estates, Trusts, And Decedents (1040, 1041, 706, And 709)
Highlights:
Come join Larry Stein as he guides you through key moves for
surviving spouses, heirs, beneficiaries, estates, trusts, and decedents. Larry
will cover strategies for Forms 1040, 1041, 706, and 709. Don’t miss out on
this unique CPE offering.
Learning
Objectives:
Upon the successful completion of this webcast, the participants
will be able to:
1.
Explain the new
marital portability rules.
2.
Explain selected
Form 706 Hot Spots.
3.
Explain the IRS
Form 709 Audit Initiative.
4.
Explain selected
Form 1041 and 1040 tax matters that impact estates, trusts, surviving spouses,
heirs, and beneficiaries.
Major
Topics:
·
Wealth
Transfer Tax Plans And Trusts Now.
·
IRAs,
HSAs, And Deferral Vehicles (Qualified Plans, Etc.) – Proactive Moves.
·
Post-Mortem
Moves.
·
Marital
Portability Rules.
·
Income
In Respect Of Decedent (IRD).
·
The
New 3.8% Net Investment Income Tax.
·
Basis.
·
Family
Records.
·
Key
Form 706 “Hot Spots.”
·
IRS
Form 709 Initiative.
·
Form
1041 – Step-By-Step.
·
New
Tax Laws, IRS Pronouncements, And Planning Strategies.
·
Selected
Income Tax Issues – 1041 And 1040.
·
“S”
Trusts.
Designed
For: CPAs with at least six (6) years of experience. You must have a basic
knowledge of federal taxation.
NASBA Fields Of Study: Taxes.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And
Answers.
Recommended CPE Credit Hours: 8 CPE credit hours.
Advanced Preparation: Basic knowledge of federal taxation.
Texas Registration: 009838
“I have registered with the Texas State Board of Public
Accountancy as a CPE sponsor. This registration does not constitute an
endorsement by the Board as to the quality of my CPE program.”
Larry
Stein CPE Live Webinars
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Larry
Stein
