2018 Estate and Trust Seminar
Price: $259.00 $219.00*
Add trusts to your practice arsenal
*Discount valid through August 1, 2018.
Grow your practice and promote your trust skills
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
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
|Choose a date to register|
Monday, October 22, 2018
San Diego Scottish Rite Event Center
Friday, October 26, 2018
South San Francisco Conference Center
Wednesday, October 24, 2018
Pickwick Gardens Conference Center
Monday, October 29, 2018
Holiday Inn San Jose — Silicon Valley
Thursday, October 25, 2018
Great Wolf Lodge
Tuesday, October 30, 2018
DoubleTree by Hilton Sacramento
November 6–7 (Monday and Tuesday)
2 days: 9:00 a.m. to 12:30 p.m. Pacific Time
|Available by November 14|
|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 August 1, 2018.
|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.
We offer group discounts for parties of 5 or more. Call (714) 776-7850 for more information.
Practical and useful
Let Kathryn Zdan, EA tell you why she's going to attend the 2017 Estate and Trust Seminar.
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
|"Every CPA dealing with trusts or estates should take these classes."|
James S. McBride, CPA
$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 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 courses 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 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.