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Introduction to Estate, Gift and Trust Tax Planning Issues

Course Price: N/A
CPE Credits
2
Date
June 12, 2020
Course Time
12:45 PM
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
None
IRS CPE
2
NASBA CPE
2
CTEC CPE
2
Instructor(s)
Paul La Monaca CPA, MST

Course Description

IRS: Federal Tax Law Topics 2 CPE

CTEC: Tax Law 2 CPE

NASBA: Taxes 2 CPE

This course will provide the Tax Professional with an in depth understanding of issues facing clients who are concerned about transferring assets during their lifetime and at the time of death. It will discuss the concept of the unified transfer tax for Estates and Gifts and the importance of taking inventory of their assets, liabilities and responsibilities for proper identification of each. The cause will not be a preparation of the Form 706 since most taxpayers will not be subject to the tax because of the high threshold for filing the returns but will educate the tax professional as to the importance a good estate plan. It will introduce the participants to the tools available to assist the taxpayer in having a good lifetime estate plan.

Learning Objectives

After completing the course, tax professionals will be able to assist clients with the design of an estate plan and educate the client about getting organized and recognizing the importance of gathering pertinent data about their assets liabilities and responsibilities for proper identification of each. The Tax Professional will also learn about the role of the personal representative of the decedent and be alerted to the administrative responsibilities of accounting for property, debt, and beneficiaries.

Administration Policies: NSTP follows strict administrative policies
Late Registration
  • Registrations must be received no later than 7 days prior to the seminar date.
  • Registrations received after this date will be subject to a $35 late fee.
Refunds
  • NSTP provides refunds to registrants up to 7 days prior to the date of the course. For those registrants canceling within 14 days prior to the date of the course NSTP will allow attendance at another seminar site. If there are extraordinary circumstances NSTP will allow the participant to attend a future education course. An administrative charge of $25 will be assessed if canceled. For more information regarding refund, cancellation and complaint policies, please contact our offices at 800-367-8130
Cancellation
  • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class. Classes may not be retaken without payment.
Disclaimer
  • Seminar materials and seminar presentations are intended to stimulate thought and discussion and to provide attendees the useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any particular tax procedure, tax planning technique or device or suggestion or any of the tax consequences associated with them.
  • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.
Attendance Policy
  • Only paid registrants are able to attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins. The seminar lunch is for paid registrants only and is included in the registration fee.