Spidell’s 2022 Trust Webinar Series

$395.00

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Spidell’s 2022 Trust Webinar Series

Live webinars begin October 31

7 live webinars for a total of 14 hours of CPE

Price: $459 $395*

*Discount valid through September 6.

Build your trust business

Spidell is offering 7 webinars to help you understand and prepare trust returns. Order all 7 webinars (14 hours of CPE) for $459 $395 — a savings of $173 $237 — or pick individual courses at regular price. Start or increase your trust preparation business. It’s one of the most lucrative areas of tax practice. Check out our offerings.

Session title
(Click on title for more information or to order this course individually)
Course description Regular price Price for all courses — $459 $395
Overview of Trusts
Monday, October 31
8:30 a.m. to Noon Pacific Time

4 hours of CPE
Course level: Basic

Get the foundational facts you need to help your client understand the benefits of trusts, whether they are high, medium, or low income.

Presented by: Renée Rodda, J.D.

$126 Included in bundle
Form 1041 for an Estate (Not a Trust)
Tuesday, November 1
10:00 to Noon Pacific Time

2 hours of CPE
Course level: Basic

This session will focus on the sequence of events and decision points that lead to the estate 1041 filing and address many of the questions that are specific only to the filing of Form 1041 for an estate.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
Form 1041 Basics for a Trust (Not an Estate)
Wednesday, November 2
10:00 a.m. to Noon Pacific Time

2 hours of CPE
Course level: Basic

This session will review filing requirements for a variety of trusts, with emphasis on when a trust return needs to be filed, including different usage of the 1041 form for grantor trusts.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
Asset Protection
Thursday, November 3
10:00 a.m. to 11:00 a.m. Pacific Time

1 hour of CPE
Course level: Basic

Learn to use “game theory” when negotiating with plaintiffs and creditors, see why it is never too late to implement asset protection, and more.

Presented by: Jacob Stein, Esq.

$59 Included in bundle
Advanced  Planning with Trusts
Thursday, November 3
11:00 a.m. to Noon Pacific Time

1 hour of CPE
Course level: Intermediate

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.

Presented by: Jacob Stein, Esq.

$59 Included in bundle
Trusts and Estates: 20 Questions, 20 Solutions
Friday, November 4
10:00 a.m. to Noon Pacific Time

2 hours of CPE
Course level: Basic

Back by popular demand, Claudia Hill will solve estate and trust preparation dilemmas based on frequently asked questions by tax practitioners. This year’s session will place more emphasis on questions related to filings for estates as well as filing requirements for various types of trusts.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
Handling Estate and Gift Tax Audits
Monday, November 7
10:00 a.m. to Noon Pacific Time

2 hour of CPE
Course level: Basic

Join Steven Toscher, Robert Horwitz, and Lacey Strachan from the law firm of Hochman, Salkin, Toscher, and Perez to discuss the handling of estate and gift tax audits including hot topics in enforcement and valuation and how the tax courts are responding.

Presented by: Steve Toscher, J.D.; Robert Horwitz, J.D.; and Lacey Strachan, J.D., LL.M.

$97 Included in bundle

Value:
$632

You pay:
$459 $395

Add to cart

Click on the following for more detailed information or to order each course: Overview of Trusts; Form 1041 for an Estate (Not a Trust); Form 1041 Basics for a Trust (Not an Estate); Asset Protection; Advanced Planning with Trusts; Trusts and Estates: 20 Questions, 20 Solutions; Handling Estate and Gift Tax Audits

CPE Information

Spidell’s 2022 Trust Webinar Series is eligible for 14 hours of Tax for CPAs, 14 hours of Federal Tax for EAs, 14 hours of Federal Tax for CRTPs (CTECs), 10.75 hours of General MCLE/Tax Specialization for Attorneys, and up to 14 hours for CFPs.

Attention CFPs: CFPs are only eligible to receive CE credit for the live webinar versions of these courses. No CE credit will be awarded for the on-demand webinars.

Course prerequisites

There are no prerequisites or advance preparation required for “Overview of Trusts”, “Form 1041 for an Estate (Not a Trust)”, “Form 1041 Basics for a Trust (Not an Estate)”, “Asset Protection”, “Trusts and Estate: 20 Questions, 20 Solutions”, and “Handling Estate and Gift Tax Audits”.

General knowledge of estates and trusts is required for “Advanced Planning with Trusts”.

Can’t attend the live webinars?

Order the on-demand webinar version instead.

You must have computer speakers to listen to this webinar.

CFPs do not receive credit for the live or on-demand webinar versions of these courses.

Prefer to order via phone?

Give us a call at (800) 277-2257 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

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.

Cancellation Policy

Please contact our Customer Service department at (800) 277-2257 to cancel the webinar. No refunds will be issued after noon on October 28.

Webinar features:

  • Up to 14 hours of CPE for one attendee. (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
  • 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.

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.

These webinars are designed to meet the requirements for the specified number of hours of continuing education. These webinars have 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. These webinars are designed to meet the requirements for the specified number of hours of continuing education for the California Board of Accountancy. Levels: Basic and 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. There are no prerequisites or advance preparation required for Overview of Trusts, Form 1041 for an Estate (Not a Trust), Form 1041 Basics for a Trust (Not an Estate), Asset Protection, Trusts and Estates: 20 Questions, 20 Solutions, and Handling Estate and Gift Tax Audits. General knowledge of estates and trusts is required for Advanced Planning with Trusts.

Spidell Hours

CPA
Tax Up to 14
EA
Fed Tax Up to 14
CRTP
Fed Tax Up to 14
Attorney
General MCLE/Tax Specialization Up to 10.75

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