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Overview of Trusts

With this four-hour course, you will:
 

  • Get a 92-page PDF manual
  • Determine the best alternative to avoid conservatorship
  • Recall when the executor must make the portability election
  • Recall how income from a bypass trust is taxed
  • Identify what a grantor can and cannot do with an ING trust
  • Determine how to fix the term of annuity interest for a grantor retained annuity trust
  • Recall what happens when nonexempt assets are transferred to an irrevocable trust for purposes of Medi-Cal benefits
  • Choose which trusts are permitted to be S corporation shareholders
     
Designation CPE Hours
CPA 4 Tax
EA 4 Federal Tax
CRTP (CTEC) 4 Federal Tax
Attorney 3.25 General MCLE

Course level: Basic
No advanced preparation is required.

Attendees of Spidell's 2017 Basic Trust Seminar and webinar are not eligible for this course.

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

 


This self-study is designed to meet the requirements for 4 hours of continuing education for CPAs and PAs (CFPs do not receive credit for webinar or self-study versions of this course); 4 hours of Federal Tax for EAs and CRTPs, and 3.25 hours of General MCLE credit for attorneys. 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. 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 self-study is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Level: Basic. 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.

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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