Webcast Acronym: PGSS-Pt1
Webcast Title: Larry Stein’s 2015 Practical Guide To Strategies For Surviving Spouses, Heirs, Beneficiaries, Estates And Trusts – Part One
Recommended
CPE Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses practical strategies for surviving spouses, heirs, beneficiaries, estates and trusts. In Part One of this two-part webcast, Larry will focus on Form 1041 tax preparation and planning, the 3.8% net investment income tax, capital gains tax strategies and basis. The final Knight regulations and the new ABLE accounts will also be covered.
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to:
Explain selected Form 1041 tax planning and compliance strategies for estates and trusts.
Explain selected net investment income tax planning ideas for trusts, estates, surviving spouses and beneficiaries.
Explain the final Knight regulations under 1.67-4.
Explain the tax planning and compliance considerations for basis.
Major Topics:
Resources To Help Your Surviving Spouses, Trusts, Estates And Heir-Beneficiary Clients.
Trust And Estate Distributions.
Form 1041 – Income Tax Preparation And Planning Tips For Trust And Estate Clients.
Capital Gains Planning.
Handling The Final Knight Regulations With Ease.
Net Investment Income Tax Planning And Compliance Tips.
The New ABLE Accounts Vs. Special Needs Trusts.
Basis – Key Issues To Address.
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 taxation.
Prerequisites: 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 Continuing Education LLC
ID# 109111
Lawrence J Stein
9620
NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group
Internet-Based
Group Live Based
Larry Stein Continuing Education LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org
