Charitable Remainder Trusts (August 29)

$97.00

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Charitable Remainder Trusts (August 29)

Thursday, August 29

10:00 a.m. to Noon Pacific Time

Price: $97

Presented by:

  • See how to use CRTs to avoid capital gains tax and generate a charitable contribution
  • Understand that you don’t have to be charitable to benefit from a charitable remainder trust
  • Use a CRT to create a lifetime income stream
  • Learn to file the proper tax forms, properly
  • Provide lifetime income for an estate beneficiary via a CRT
  • Decide whether naming a CRT as your IRA beneficiary makes sense
CPA 2 Tax
EA 2 Federal Tax
CRTP (CTEC) 2 Federal Tax
Attorney 1.5 General MCLE

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

Webinar speaker:

Claudia Hill, EA, MBA

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.

Can’t attend the live webinar?

Order the on-demand version instead.

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:

  • 2 hours of CPE for one attendee
  • Unlimited number of people may watch and listen on one computer and print course outline
  • PDFs of reference manual and PowerPoint slides
  • 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.

Learn about Spidell’s webinars.

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 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 webinar is designed to meet the requirements for 2 hours 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 2
EA
Fed Tax 2
CRTP
Fed Tax 2
Attorney
MCLE 1.5

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