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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
In an ever-evolving financial landscape, staying informed and equipped with the right knowledge is key to making sound decisions.
In this course we will discuss the basics of trusts and their role in estate planning, emphasizing the importance of selecting the right trust structure to align with individual financial goals. It elaborates on the distinctions between revocable and irrevocable trusts, their tax implications, and the factors to consider when choosing between them. Furthermore, it introduces the concept of charitable trusts, explaining how they can be used to manage income taxation and emphasizing the necessity of charitable intent.
This CPE Webinar delves into various types of trusts, such as Charitable Lead Trusts, Grantor Trusts, and Qualified Subchapter S Trusts (QSSTs) and Electing Small Business Trusts (ESBTs), providing in-depth insights into their unique features and applications. Additionally, it explores the taxation rules for trusts and estates, including exemption thresholds, tax reporting methods, and the importance of making estimated tax payments. The document also introduces key trust clauses, such as overflow clauses and defined value clauses, shedding light on their significance in optimizing trust structures.
We will also discuss grantor trust clauses in detail, illustrating how they impact the taxation of trusts and the role of grantors in shaping trust dynamics. The webinar concludes by addressing the distinction between wholly grantor and partially grantor trusts, emphasizing the varying tax consequences associated with each.
Join this CE Tax Webinar it offers a deep dive into the intricate world of trusts and estates, providing invaluable insights and expertise for financial professionals and anyone interested in understanding these complex topics.
This Online CE Tax webinar covers the following key topics:
Click here for more webinars on Trust, Estate, and Financial Planning
Owner, MIRANDA CPA & Consulting LLC
Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.
Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
176 Ratings
Excellent
101
Very Good
60
Average
11
Poor
0
Terrible
1
GM
Nov 1st, 2023
This was a very comprehensive review of trusts and estates packed into a short course. The presenter gave some great examples and discussed several types of trusts to which I had not been previously familiar.
LM
Jan 18th, 2024
This was an excellent refresher course and the presenter held my interest. I especially liked the visuals of the different states as they pertained to different items.
SH
Nov 30th, 2023
I found this presentation really helpful. It covered basics but also went into good details on things I had never learned.
SPA
Dec 15th, 2023
very imformative and love that if i dont understand I can go back and relisten
MG
Dec 3rd, 2023
Very informative and excellent handout for future reference
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