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Advanced Trust and Tax Planning

With this four-hour course, you will:

  • Compare advanced asset protection strategies
  • Explore these estate tax planning plans, including FLPs, IDGTs, SCINs, and GRATs, and planning for portability
  • Identify advanced planning and structuring techniques, including capital gain strategies
  • Learn cutting-edge tools employed by practitioners
  • Recognize underlying substantive law concepts and how to apply laws to creative planning
  • Hone your ability to creatively approach tax planning problems
  • Learn about state of the art irrevocable trusts, utilizing state law ability to revoke, use of trust protectors, and tax consequences
Designation CPE Hours
CPA 4 Tax
EA 4 Federal Tax
CRTP (CTEC) 4 Federal Tax
Attorney 3.25 General MCLE

Course level: Intermediate
General knowledge of estates and trusts is required.

Attendees of Spidell's 2017 Estate and Trust Seminar, Live or On-Demand Webinars, and Self-Study are not eligible for this course.

Webinar features:

  • 4 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Reference manual and PDF of PowerPoint slides
     

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speaker

Jacob Stein, Esq.

Jacob Stein, Esq., is the managing partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Jacob received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. Jacob is AV-rated (the highest possible rating) by Martindale-Hubbell, and has been named "A Super Lawyer" by Los Angeles Magazine and one of "America's Most Honored Professionals 2016" by the American Registry.

Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.


This webinar is designed to meet the requirements for 4 hours of continuing education for CPAs, 4 hours of Federal Tax for EAs and CRTPs, and 3.25 hours of General MCLE credit for attorneys. This webinar 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. 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 webinar is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Intermediate 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. General knowledge of Estate and Trusts is required.

Spidell Hours
CPA-Tax 4
EA-Fed Tax 4
CRTP-Fed Tax 4
Attorney-MCLE 3.25

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Availability: In Stock
Price: $125.00

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