CPE Course Information
General Information
Course Number: | 0211217 |
Course Title: | Jennings-TaxSpeaker 1041 Trusts and Estates - The New Rules |
Description: | Bill Leonard, CPA, CFFA and Charlie Slade, JD, CPA wrote this course from the point of the tax expert AND the layer. 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. |
Speaker: | Bill Leonard, CPA, CFFA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Buxmont Chapter |
Date: | 06/07/2017 |
Number of Days: | 1 |
Location: | Trevose, Radisson Hotel Philadelphia Northeast |
Address: |
2400 Old Lincoln Highway 1/4 Mile South of PA Turnpike Interchange 351 Trevose, PA 19053 |
CPE Credits: | 8 Credits Tax (Federal) |
Host Chapter(s): | Buxmont |
Meal: |
Day 1 Choices Meat Fish (Veg. option) Vegetarian |
Registration Information
Registration Begins: | 7:15 a.m. |
Start Time: | 8:00 a.m. |
End Time: | 4:30 p.m. |
Early Bird Pricing
Early Bird Deadline: | 05/28/2017 |
PSTAP Member Rate: | 174.00 |
Non-Member Rate: | 229.00 |
Pricing
PSTAP Member Rate: | 204.00 |
Non-Member Rate: | 264.00 |
Cancellation Policy
No Show, no refund. Seminar registration fees are not transferable to an alternate meeting or seminar unless we are informed at least 48 hours in advance. |
Additional Information
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