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Estate Taxes for 2010-2012
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Estate Taxes for 2010-2012 |
 With this course you will:
- Understand how the new estate tax bill works
- Learn about basis issues and the 2010 tax changes
- Review the tax rules pertaining to estates
- Understand the role of the accountant in estate planning
- Review the different types of trusts
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| Designation |
CPE Hours |
| CPA and PA |
4 Tax |
| EA, RTRP, and Prov. PTIN |
3 Fed Tax |
| CTEC |
3 Fed Tax and 1 CA |
| Attorney |
3.25 General MCLE |
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This interactive course qualifies for 4 hours of CPE for CPAs and PAs; 3 hours of Federal Tax CPE for EAs, RTRPs, and Prov. PTINs; 3 hours of Federal Tax and 1 hour of California for CTECs; and 3.25 hours of General MCLE credit for California Attorneys. This course has been approved by the California Tax Education Council for 3 federal and 1 California hours of continuing education credit — CTEC No. 1019-CE-0422 for federal and California taxes. This course has been designed to comply with the Department of the Treasury’s Director of Practice for Enrolled Agents.
Attendees of Spidell's 2011 Estate and Trust Seminar do not qualify for this course.
 About the author: Debra Petersen, CPA
Debra, founder of Petersen Law, specializes in tax and estate planning and is an adjunct professor with the University of Pacific’s McGeorge School of Law. Debra worked for the California Franchise Tax Board for 18 years, and prior to that, worked for Arthur Andersen & Co. and Coopers & Lybrand.
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| Spidell Publishing: Experienced ... Trusted ... Connected! |
This self-study is designed to meet the requirements for the specified number of hours of continuing education. This self-study has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
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 Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web Site: www.nasba.org. This self-study is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Basic Level. Field of Study: Taxes. Delivery method: Self-study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advanced preparation required.
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