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2017 Basic Trust Seminar

Price: $249.00 $219.00*
Are you a trust novice? This seminar is for you!

*Discount valid through February 28, 2017.


Grow your practice with more trust work

Overview of trusts

Presented by: Renée Rodda, J.D.

  • Understand the various types of trusts
  • Learn why a client with minimal assets should consider a grantor trust
  • Be ready to answer clients' questions about different trusts, such as:
    • A-B trusts
    • Charitable trusts
    • Special needs trusts
    • QTIP trusts

Preparing the 1041

Presented by: Claudia Hill, EA, MBA

  • Prepare accurate 1041s for your clients
  • Learn what DNI is and how to compute it
  • Compute the taxable income for the trust and the beneficiary

Download an order form

Fax it to (714) 776-9906

Ordering by phone? Call us at (714) 776-7850, we'll pick up!

Customer service representatives available Monday – Friday 7:00 a.m. – 5:00 p.m. PT.

"This is a great way to get your feet wet on trusts. There is so much information, you could take it every year for a brush up."

Donna Henderson, EA
American Canyon, CA

"This trust boot camp seminar is a must for all practitioners. I highly recommend this A+ seminar."

Tuan V. Phan, EA, MS, MA
Milpitas, CA

 

Designation CPE Hours
CPA and CFP 8 Tax
EA 8 Federal Tax
CRTP (CTEC) 8 Federal Tax
CA Attorney 6.75 General MCLE

Course level: Basic
No advanced preparation is required.

This seminar is designed to meet the requirements for up to 8 hours of continuing education for CPAs and CFPs; up to 8 hours of federal tax CPE for EAs; 8 hours of federal tax CPE for CRTPs and up to 6.75 hours of General MCLE credit for attorneys. CFP level of complexity: Overview.

All Spidell Seminars include:

  • FREE parking, continental breakfast, lunch, and soda break
  • Spidell's top-rated speakers
  • A printed, profit-generating manual
  • 100% money back guarantee
  • Personal and professional staff that cater to your needs

 

Can't attend the live seminar? Order the live webinar or on-demand version.

*Discount valid through February 28, 2017.

We offer discounts for groups of 5 or more. Call (714) 776-7850 for more information.

Cancellation Policy:
$50 cancellation fee if you cancel fewer than seven (7) days before any seminar. Request refunds by May 31, 2017, or save the $50 fee and convert the seminar into self-study. Call: (714) 776-7850


This seminar 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; the Certified Financial Planner Board of Standards, 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. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This seminar is designed to meet the requirements for up to 8 hours of continuing education for the California Board of Accountancy. Basic Level. Field of Study: Taxes. Delivery method: Group Live. 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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