20 More Estate and Trust Questions (October 29)
Presented by:
Clients with estate tax issues … they just keep coming! Continuing this popular series, Claudia will give her take on questions practitioners have asked over the last year and expand the discussion to various types of revocable, defective, and irrevocable trusts.
- Continuing our series of attendee submitted questions, we added 20 more questions and answers
- When do grantor trusts need to file form 1041?
- What tax preparation fees are deductible on an estate 1041?
- What happens to an irrevocable trust when there is a divorce?
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CPA | 2 Taxes |
EA | 2 Federal Tax |
CRTP (CTEC) | 2 Federal Tax |
Attorney | 1.5 General MCLE/Tax Specialization |
CFP® professional | 2 Hours |
Course level: Intermediate
General knowledge of estates and trusts is required.
Attendees of Spidell’s 2024 Trust Webinar Series are not eligible for this course.
CFP® professionals do not receive credit for the on-demand webinar version of this course.
Want more trust training?
This course is part of Spidell’s Trust Webinar Series. Build your trust business with everything from basic to complex.
Webinar speaker:
Claudia Hill is an Enrolled Agent, nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning, and representation before the IRS. She is editor-in-chief of the CCH, Inc. Journal of Tax Practice & Procedure and a frequent presenter for Enrolled Agents, CPAs, and other tax-related organizations including the IRS. She also presents Spidell webinars and has spoken at Spidell’s Summer Tax Seminar. Claudia coordinates a “dream team of tax controversy advisors” for the IRS Watch blog on Forbes.com. She has served many years as a special advisor to NAEA Government Relations Committee, is a NTPI Fellow, and was named by Tax Analysts as a 2011 Person of the Year. As an industry and taxpayer advocate, Claudia has testified before the Senate Finance Committee, House Ways & Means Committee, Treasury Department, and President’s Tax Reform Panel. She continues to maintain an active tax practice in Cupertino, California.
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Webinar features:
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- PDFs of reference manual and PowerPoint slides
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This webinar is designed to meet the requirements for the specified number of hours of continuing education. 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; the Certified Financial Planner Board of Standards; 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 (800) 277-2257. Spidell Publishing, LLC. 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, LLC. 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 2 Hour(s) of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General knowledge of estates and trusts is required.