Webcast Acronym: LSSS-PtOne
Webcast Title: Part
One Of Guiding Surviving Spouses, Heirs, Beneficiaries, Estates, Trusts, And
Decedents (2013) (1040, 1041, 706, And 709)
Recommended
Highlights:
Come join Larry Stein as he guides you through key moves for
surviving spouses, heirs, beneficiaries, estates, trusts, and decedents. In
Part One, Larry will focus on strategies for Forms 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
marital portability rules.
2.
Explain selected
new wealth transfer tax laws.
3.
Explain key Form
706 “Hot Spots.”
4.
Explain IRS’s
Form 709 Audit Initiative.
Major
Topics:
·
Wealth
Transfer Tax Plans And Trusts Now.
·
Marital
Portability Rules.
·
Family
Records.
·
Key
Form 706 “Hot Spots.”
·
IRS
Form 709 Initiative.
·
New
Tax Laws, IRS Pronouncements, And Planning Strategies.
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: 4 CPE credit hours.
Advanced Preparation: Basic knowledge of federal income, estate,
and gift taxation.
“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
Phone: 954.721.5588
Group Internet-Based
Larry
Stein
