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 Products > Webinar - Basic Trust Overview: Trust Boot Camp
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Webinar - Basic Trust Overview: Trust Boot Camp
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| Basic Trust Overview: Trust Boot Camp |
Attend this 8-hour webinar if you have limited knowledge of trusts:
- Learn when a client needs a trust return prepared
- Understand the different kinds of trusts, what they do, and how they work
- Identify whether income belongs on the trust return, the decedent’s final return, or the surviving spouse’s return
- Get a basic understanding of how Form 1041 works
- See when the beneficiary gets a Schedule K-1 and when the trust pays tax
- Take home sample client letters
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| Designation |
CPE Hours |
| CPA and PA |
8 Tax |
| EA |
8 Fed Tax |
| CTEC |
8 Fed Tax |
| Attorney |
6.75 General MCLE |
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Webinar features:
- 8 hours of CPE for one attendee
- Access to recording to watch at your convenience
- Unlimited number of people may watch and listen on one computer and print course outline
- Reference manual and PDF of PowerPoint slides
- Add CPE for only $64 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850
Click HERE to learn about about Spidell's Webinars
You must have computer speakers to listen to this webinar
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Webinar Presenters:
| Lynn Freer, EA |
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Lynn “Ms. California Tax” Freer is President of Spidell Publishing, Inc®. In addition to being the California tax expert, Lynn had a tax practice for more than 20 years and prepared numerous trust returns and did estate planning for her clients. Lynn speaks at Spidell’s annual Fall Federal and California Tax Update Seminar. Lynn is a graduate of University of California San Diego. |
| Renée Rodda, JD |
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Renée Rodda, JD, is editor of Spidell’s California Taxletter® and Analysis & Explanation of California Taxes, and associate editor of Spidell’s Elder Client Planner™ newsletter. Renée lectures extensively on tax issues that impact California taxpayers and aging Americans. She has authored numerous articles and publications including “A Practical Guide to Trusts” as well as self-study courses and webinars, including a course on the complicated issues facing California Registered Domestic Partners. She is a graduate of Chapman University School of Law with a Tax Law Emphasis. |
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Spidell Publishing: Experienced ... Trusted ... Connected!
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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 Office of Professional Responsibility of the Internal Revenue Service; including Code 31 of Federal Regulations 10.6(g); 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. There are no prerequisites required. 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
 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 8 hours of continuing education for the California Board of Accountancy. Basic Level. Field of Study: Taxation. 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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