Advanced Planning with Trusts (November 3)

$59.00

Add to Wish List
Add to Wish List
SKU: advanced-tax-planning-for-trusts-webinar Categories: , Tag:

Advanced Planning with Trusts (November 3)

Thursday, November 3

11:00 a.m. to Noon Pacific Time

Price: $59

Presented by:

Join Jacob Stein for a deeper dive into trusts with this illuminating and valuable course. Continue to add to your trust arsenal by digging into using trusts for specific purposes other than just probate avoidance.

CPA 1 Tax
Enrolled Agent 1 Federal Tax
CRTP (CTEC)  1 Federal Tax
Attorney .75 General MCLE/Tax Specialization
CFP  1 Hour

Course level: Intermediate
General knowledge of estates and trusts is required.
Attendees of Spidell’s 2022 Trust Webinar Series are not eligible for this course.

CFPs 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:

Jacob Stein, Esq.

Jacob Stein, Esq., is the managing partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Jacob received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. Jacob is AV-rated (the highest possible rating) by Martindale-Hubbell, and has been named “A Super Lawyer” by Los Angeles Magazine and one of “America’s Most Honored Professionals 2016” by the American Registry.

Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.

Can’t attend the live webinar?

On-demand webinar available by November 10.

You must have computer speakers to listen to this webinar.

Cancellation Policy

Please contact our Customer Service department at (714) 776-7850 to cancel the webinar or switch to the on-demand version. No refunds will be issued after noon the day before the webinar.

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.

Webinar features:

  • 1 hour of CPE for one attendee
  • Searchable e-version of the PDF manual and PowerPoint slides.
  • One person may watch and listen on one computer.
  • Purchase the live webinar, if you are unable to attend for any reason, we will automatically transfer you to the on-demand version.
  • Add CPE for only $20 per additional attendee (additional CPE attendees must take an exam to receive credit). Please contact our customer service department to register for additional CPE at (714) 776-7850.

Prefer to order via phone?

Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

Everything you need to know about Spidell webinars

Take advantage of the convenience of Spidell webinars and get the most practical tax CPE without leaving your office.

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 714-776-7850. 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 1 hour 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 (714) 776-7850. General knowledge of estates and trusts is required.

Spidell Hours

CPA
Tax 1
EA
Fed Tax 1
CRTP
Fed Tax 1
Attorney
General MCLE/Tax Specialization .75
CFP
Hours 1

Reviews

There are no reviews yet.

Be the first to review “Advanced Planning with Trusts (November 3)”