Course Number: |
0612118 |
Course Title: |
Jennings-TaxSpeaker 1041 Trusts & Estates Seminar |
Description: |
Bill Leonard, CPA, CFFA and Charlie Slade, JD, CPA wrote this course from the point of view of the tax expert AND the lawyer. Acclaimed as "the best estates & trusts course ever-these guys are great!" It covers how to prepare the forms, how to do the accounting and how to plan for the future. Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more. Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience. |
Speaker: |
Bill Leonard, CPA, MAFF, CGMA
|
Knowledge Level: |
Basic |
Sponsor: |
PSTAP - Philadelphia Tri-County chapter |
Date: |
07/10/2018 |
Number of Days: |
1 |
Location: |
Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road
Springfield, PA 19064 |
CPE Credits: |
8 Credits Tax (Federal)
|
Host Chapter(s): |
Philadelphia |
Meal: |
Day 1 Choices Grilled Chicken over Penne
Broiled Flounder
|
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