CPAs and Financial Planners Must Know This about Trusts and Estates

Robert Keebler, CPA, CGMA, CPA/PFS, AEP

Keebler & Associates LLP

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Estate or Investment Planning for Maryland Tax Preparers

2 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290808)

2 CE credit of Federal Tax for Oregon Tax Preparers

2 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ )

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Introduction
    5 mins
  • Legal Principles & Definitions
    10 mins
  • Types of Trusts
    61 mins
  • Trust Accounting Concepts
    85 mins
  • Important Trust Clauses
    93 mins

Course Description

This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand. The ability of language in the trust instrument accomplish a certain tax result. Specific topics include:

  • Legal definitions and principals involving estates and trusts
  • Basic principles regarding property ownership
  • Types of trusts commonly used
  • Trust accounting fundamentals
  • Certain clauses that are important to understand
  • Formula valuation clauses
  • Requirements for a trust to be a qualified designated beneficiary of an IRA
  • Using IRD to fund charitable bequests

This webinar is specifically meant for CPAs and Financial Planners so that develop fundamental understanding about Trust and Estate in order to serve their client better. Robert Keebler is expert advisor family wealth transfer. estate tax planning and retirement distribution planning advisor. Your read more about him on following link 

https://keeblerandassociates.com/about/

Learning Objectives

  • Learn how to read and understand estate planning instruments.
  • Learn basic fiduciary accounting principles and fundamentals
  • Learn about select planning opportunities and traps
  • Identify certain clauses that are Important to understand and basic principles regarding property ownership
  • Identify Requirements for a trust to be a qualified designated beneficiary of an IRA

Who Should Attend?

  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros