Estate and Trust Planning After the TCJA

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SKU: estate-and-trust-planning-after-the-tcja Categories: ,

Estate and Trust Planning After the TCJA

Author: Spidell Publishing, Inc.


With this two-hour course, you will:

  • Get a 70-page PDF manual
  • Recall how to establish consent for filing purposes when a spouse is disabled or ill
  • Determine which assets will fund the survivor’s trust when the first spouse dies
  • Recall if principal or income distributed from a QDOT is subject to estate tax
  • Identify ways in which a grantor can shift income to a beneficiary without incurring gift tax
  • Recall the circumstances under which Medi-Cal cannot recover medical expenses from the deceased beneficiary’s estate
  • Identify when an estate must report the value of assets to the IRS and the beneficiaries for basis purposes

Designation CPE Hours
CPA 2 Tax
EA 2 Federal Tax
CRTP (CTEC) 2 Federal Tax
Attorney 1.5 General MCLE

Course level: Basic
No advanced preparation is required.

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


This self-study is designed to meet the requirements for the specified number of hours of continuing education. 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 2 hours of continuing education for the California Board of Accountancy. Basic 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. There are no prerequisites or advanced preparation required.

Spidell Hours

CPA
Tax 2
EA
Fed Tax 2
CRTP
Fed Tax 2
Attorney
MCLE 1.5

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