8 CPE credit of Taxes for all CPAs
8 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
8 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
8 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
8 CE credit of Federal Tax for Maryland Tax Preparers
8 CE credit of Federal Tax for Oregon Tax Preparers
8 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Auditing Internal Controls For Governments
Government Risk Assessments
Governmental Entities and Cyber Frauds
Cryptocurrency & Taxes
Introduction To Business Valuations
Understanding Tax Frauds
How To Prepare Financial Statements
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Effective And Essential Negotiation Skills
IAS 37 Provisions, Contingent Liabilities And Contingent Assets
Regulatory Deferral Accounts (IFRS 14)
Oregon Specific Ethics Made Interesting
Cash Flow Analysis-Personal, Business, Real Estate
Corporate Budget Analysis Best Practices
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 8 hour online CPE webinar will help you learn the Critical Concepts of Trusts and Estates that provide your clients with greater value. This 8 hour online CPE course for trust and estate planning is divided into 4 sessions and will cover Trusts & Estates, Fundamental of Trust Taxation, Preparing the 709 Gift Tax Return, and understanding the important Gift, Estate, and Income Tax Elections.
Session 1 - CPAs and Financial Planners Must Know This about Trusts and Estates
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:
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
Session 2 - Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
With more and more trusts being used today and audits of Form 1041 (U.S. Income Tax Return for Estates and Trusts) on the rise, it has never been more critical to understand the ins and outs of income taxation of trusts and estates and the preparation of the Fiduciary Income Tax Return. 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.
Even if you are helping clients with a modest net worth, most will set up a inter vivos or testamentary trust or at least their estate will have to file an income tax return. This course is therefore helpful because there are many unique aspects to tax accounting for trusts and estates. For example, fiduciary accounting is a unique concept and many other deductions are subject to a different set of rules compared to individuals. This course will help you learn specialized knowledge and provide your clients with greater value. This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041.
Major topics Covered :
Session 3 - How To Accurately Prepare The 709 Gift Tax Return
Preparing gift tax returns (Form 709) seems relatively simple. However, there are lots of traps for the unwary. Moreover, unlike income tax returns, mistakes are not quickly beyond audit and are often uncovered when the client dies – providing years.
Many taxpayers made gifts in the last year to transfer substantial assets at little to no Federal gift tax cost to take advantage of the significant federal gift tax exclusion. Proper compliance with the complex gift tax rules remains necessary to protect and preserve the advantage of the current exclusion levels. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return.
This convenient and timely two-hour online CPE webinar addresses the proper preparation of Form 709, the U.S. Federal Gift Tax Return that needs to be filed.
Specifically, this Online CPE Webinar covers following Key Topics:
Session 4 - Beyond The Numbers: Understanding The Important Gift, Estate, And Income Tax Elections
How often do you prepare a trust return and see the trust's marginal tax rate is too high? Form 709, Federal Gift Tax return and Form 706, Federal Estate Tax return, are key parts of any practice involving estate planning and wealth management. There have been many recent tax law changes that impact these two returns and practitioners who’ve not prepared one of these returns in recent years must understand the latest changes to file these forms accurately.
Many taxpayers made gifts in recent years to transfer substantial assets at little to no federal gift tax cost to take advantage of the significant federal gift tax exclusion. Proper compliance with the complex gift tax rules remains necessary to protect and preserve the advantage of the current exclusion levels. In this fast-paced on-demand continuing education (CE) webinar Robert will discuss important elections associated with Form 709, 706, and 1041. The focus of this online CE course will be reviewing returns and identifying key issues.
Highlights of the Tax CE webinar:
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#: 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
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.
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.