January 5, 2023

Webinar

4 Total CPE Credits

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Webinar (AICPA): Estate & Trust Primer

  • Instructor

    William Murphy

Have a strategy in place for taxes in estate planning Learn how best to manage:
– Tax obligations of trusts and estates, and how these obligations affect beneficiaries
– The federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on beneficiaries
– Planning options that can minimize your clients’ taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries

Learning Objectives

• Learn about the various types of trusts

Major Topics

*Types of trusts

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisers, and estate attorneys

Provider

AICPA – Durham

This event has ended.