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Surgent's What CPAs Should Know About Trust Instruments (TRIT)
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This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.

1/18/2019
When: 11:00 AM
Where: WEBINAR
SURGENT
TRIT-2018-01-WEBNR-18-01
United States
Contact: April Deneault
8018346634


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Acronym TPHS
CPE 2 hours
Category
Taxes
Level Intermediate
Vendor Surgent
Who should attend

Any tax practitioner wishing to be aware of the types of tax transactions that give rise to malpractice actions against tax advisors, and who wants to take steps to limit his or her exposure to malpractice lawsuits

Prerequisite
CPAS and trust and estate practitioners
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$107

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

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


Major Topics

  • Legal definitions principals involving estates & 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

Objectives

  • Understand the fundamental legal principles of trust instruments
  • Utilize trust instruments to accomplish certain tax results

 

 

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