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Estates and Trusts: Mastering Complex Income Tax Issues (122-15)
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Protect your clients’ assets and shield their estates from increased taxation brought about by the changing tax code. Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. This course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms.

10/26/2015
When: 10/26/2015 PM
12:00 PM - 3:30 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Michael Blackburn, CPA
Contact: April Deneault
801-834-6634


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Protect your clients’ assets and shield their estates from increased taxation brought about by the changing tax code. Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. This course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms.

 

 

Objectives:

Apply the concepts of federal income taxation of estates and trusts.
Calculate the gross income of trusts and estates.
Describe what deductions and credits are allowed for estates and trusts.
Define distributable net income and understand its significance.

 

Major Subjects:

Apply the concepts of federal income taxation of estates and trusts.
Calculate the gross income of trusts and estates.
Describe what deductions and credits are allowed for estates and trusts.
Define distributable net income and understand its significance.

 

Designed for:

CPAs and financial planners with basic knowledge of federal income tax concepts.

 

Prerequisite: None


 

Advanced Prep: None

 

Speaker: Michael Blackburn, CPA

Vendor: AICPA

Field of Study: Tax

Level: Basic

CPE Credit: 4 Hours

Acronym: CL4ITET

 

 
Registration Fees:                           
Members                
Nonmembers     

$165 $195


 

Meet the Speaker:

MICHAEL D. BLACKBURN, J.D., CPA
Blackburn & Stoll, LC/Salt Lake City, Utah Michael D. Blackburn is a shareholder in the Salt Lake City law firm of Blackburn & Stoll, LC., where his practice focuses on estate planning, tax planning, and issues affecting small business. He is a past chairman of both the Estate Planning Section and the Tax Force on Multi-Disciplinary Practice of the Utah State Bar. He is the past President of the Utah Association of Certified Public Accountants, served five years on the AICPA Council and two years on the Uniform Accountancy Act Task Force for AICPA/NASBA. He recently completed a six-year term as Chairman of the Utah Board of Accountancy. Mr. Blackburn has authored two books on estate and financial planning, has drafted several pieces of legislation, and has written numerous published articles and papers on a variety of legal and tax topics. He is a frequent instructor who has taught course in more than 300 cities spread over 47 states in the last 30 years. He received the American Institute of Certified Public Accountant’s Outstanding Instructor Award in 1989, 1999, 2012 and 2013; and was chosen as Utah’s Outstanding CPA in 1997; was elected as a fellow of the American College of Trust and Estate Counsel in 1993; and has been recognized by Best Lawyers in America each year since 2008. Mr. Blackburn is an adjunct professor at the University of Utah, teaching classes in individual income taxes, partnership taxation, tax strategies, and tax controversy resolution. He received his B.S. degree in accounting magna cum laude from the University of Utah and his J.D. degree from Stanford University.

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