“The Complete Guide to Taxation of California Trusts” seminar
Topics include:
- Who needs a trust and why?
- How are trusts taxed?
- What is DNI and how do you compute it?
- How are capital gains taxed?
- What is the difference between a simple and a complex trust?
- When should you use each one?
- How do you file the decedent’s final return?
- When must you file a probate estate return?
- How is a probate estate return different from a trust return?
- What is the best way to hold title to assets?
- How does holding title to assets affect basis and ease of transferability?
- When must a trust file a California return?
- How do you compute the trust’s California tax?
- When must a nonresident beneficiary file a California return?
- When and how can Prop. 13 values be transferred to heirs?
This seminar is designed to meet the requirements for 6 hours of federal and 2 hours of California continuing education for Tax Preparers; 8 hours for CPAs, PAs, EAs and CFPs; and 6.75 hours for attorneys.
Your seminar presenters:
Wendy Lieb, EA, has been a lecturer and convention speaker since 1976, gaining national prominence in the taxation and real-estate professions. In addition, Wendy has had her own tax practice since 1980. Her practice today consists of approximately 700 clients for whom she primarily prepares individual and fiduciary returns. She works closely with several estate-planning and probate attorneys.
Renée Rodda, J.D., is associate editor of Spidell’s Elder Client Planner. Renée writes and lectures on tax issues that affect aging Americans. She has authored Overview of Medicare and Medicaid/Medi-Cal Rules and edits Spidell’s Taxation of California Estates and Trusts. Renée is a graduate of Chapman School of Law with a Tax Law Emphasis.
