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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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.
Great customer service. Classes are pertinent. Great value
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Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients. This online CPE webinar helps you with the critical concepts of Trusts and Estates that assist you to deliver your clients with greater value. It covers some specific aspects such as intergenerational transfer of property with a specific focus on what the CPA should know about trusts and estates, basics of trusts and estates for fiduciary incomes tax planning and audits, and preparing gift tax returns to highlight.
Trusts and estates are used for various purposes. Intergenerational tax planning is one of them. Legal definitions for owning a property, types of trusts, accounting fundamentals, valuations clauses, and requirements to be a qualified designated beneficiary of an IRA are some of the very important concerns.
With the increasing use of the trust structures for various financial, retirement, income, and other planning, the audits of Form 1041 – the US Income Tax Return for Estates and Trusts – are on the rise as well. Professionals need to be aware of the ins and outs of Fiduciary Income Tax Returns. For instance, fiduciary accounting is a unique concept and many other deductions are subject to a different set of rules compared to individuals.
Gift Tax Return (Form 709) has a lot of traps for the unwary. Unlike income tax returns, mistakes are uncovered many times when the client is no more. Compliance with the complex gift tax rules can help protect and preserve the advantage of the client. Further, there had been many tax changes for Form 709 – Gift tax return, and Form 706 - Estate Tax return. Both being part of the long-term estate and wealth management strategy it is advisable to take advantage of the significant tax exclusions.
This IRA-Approved online CPE/CE course on Estate and Trusts covers the following Key Topics:
Click to access to earn CPE credits from webinars on Accounting & Auditing | Latest Tax Updates | IRS Audit Representation
Partner, Keebler & Associates LLP
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
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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.
219 Ratings
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AL
Oct 28th, 2022
I was so impressed with the presenter's wealth of knowledge and his expertise in the subjects. Although it was way beyond and above my level of understanding and knowledge, I learned a few important key concepts and definitely heightened my awareness of the topics.
CB
May 13th, 2022
I thought this class was excellent. It would be great to break down the trusts by category and tax form and have a 4 hour class on each that would should from the trust document to the accounting to completing the tax work.
TP
Apr 23rd, 2023
Complex concepts but presented clearly and understandably. They were solidified in the second part of the course after the instructor presented them initially in the first part. Excellent presentation!
AM
Jul 14th, 2022
Great learning about trust and estates, and every thing about those financial giants. What helped me is how he took the time to explain all the fact and how to fill in those forms correctly.
MB
Dec 12th, 2022
This comprehensive coverage of critical concepts of trusts and estates was the single most important course I have taken in MyCPE.
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