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2018 Estate and Trust Seminar

Price: $259.00 $229.00*
Add trusts to your practice arsenal

*Discount valid through October 1, 2018.

Basic Trusts
2018 Estate and Trust Seminar

Despite tax reform, trust return preparation is the fastest growing area in the tax world. Join us at the 2018 Trust Seminar and be ready to prepare returns and answer your clients' trust questions.

Dig into basic 1041 preparation

  • Walk through preparation of the return
  • Learn about the importance of reading the trust document, and knowing what to look for
  • Understand the differences when the 1041 is for the estate
  • Discover elections frequently associated with 1041s
  • See why you might elect to take administrative expenses on the trust rather than the estate
  • Review the basics, including FEINs, exemption amounts under the TCJA, and the role of the fiduciary trust
  • Grasp the importance of trust accounting income
  • Compute DNI — see why you need to
  • See how to handle distributions of current income after the end of the trust's tax year
  • Ask yourself, "What is my time and expertise worth?"

Estate and trust planning after TCJA

  • Realize that your clients will still need trust and estate plans
  • Learn about the benefits of different types of trusts
  • Discuss whether portability is still an issue
  • Take home examples of how different trusts work
  • Review estate basis reporting after the TCJA
Choose a date to register

San Diego

Monday, October 22, 2018
San Diego Scottish Rite Event Center

South San Francisco

Friday, October 26, 2018
South San Francisco Conference Center


Wednesday, October 24, 2018
Pickwick Gardens Conference Center

San Jose

Monday, October 29, 2018
Holiday Inn San Jose — Silicon Valley

Garden Grove

Thursday, October 25, 2018
Great Wolf Lodge


Tuesday, October 30, 2018
DoubleTree by Hilton Sacramento

Live Webinar

November 5–6 (Monday and Tuesday)
2 days: 8:30 a.m. to Noon Pacific Time

On-Demand Webinar

Available by Tuesday, November 13
Phone: (714) 776-7850 | Fax: Order form to (714) 776-9906

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

Stop by and visit these vendors while at the seminar

Note: Not all vendors at all locations.

*Discount valid through October 1, 2018.

CPE Hours

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

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

Guarantee of excellence

Your satisfaction is our priority. If you are dissatisfied with this course in any way, we will provide you with a full refund, hassle-free.

Can't attend the live seminar?

Order the live webinar or on-demand version.

Compare Spidell to the others:

  • FREE parking, continental breakfast, lunch, and soda/coffee break at all locations
  • Spidell's top-rated speakers
  • A printed, profit-generating manual
  • 100% money back guarantee
  • Personal and professional staff that cater to your needs
"A valuable presentation of all the info you do not get from reading the usual research materials."

James F. Krueger, CPA
Burbank, CA

"Every CPA dealing with trusts or estates should take these classes."

James S. McBride, CPA
Laguna Beach, CA

Cancellation Policy:

$50 cancellation fee if you cancel within seven (7) days of the seminar, or save the $50 fee and convert the seminar to the live or on-demand webinar. Request refunds by October 31, 2018. No refunds will be issued after October 31, 2018. Call: (714) 776-7850.

This seminar is 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 (CFPs do not receive credit for webinar or self-study versions of this course), 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

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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This seminar is designed to meet the requirements for 8 hours of continuing education for the California Board of Accountancy. Level: Intermediate. 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. General knowledge of Estate and Trusts is required.


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