Spidell’s 2023 Trust Webinar Series
Build your trust business
Get 7 webinars to help you understand and prepare trust returns. Order all 7 webinars (15 hours of CPE) for $495, 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 topics | Regular price | Price for all courses — $495 |
|---|---|---|---|
| Overview of Trusts Monday, October 30 8:30 a.m. to 12:00 p.m. PT 4 hours of CPE Course level: Basic |
Understand the importance of trusts, even for small estates; Review the increased need for more complex trusts with the potential of reduced estate tax exclusions; Discover the use of trusts in light of new RMD rules for IRA beneficiaries. Presented by: Renée Rodda, J.D. |
$139 | Included in bundle |
| 20 More Estate and Trust Questions Tuesday, October 31 10:00 a.m. to 12:00 p.m. PT 2 hours of CPE Course level: Intermediate |
Is it a California trust if the trustee is in Nevada? What is a Delaware Statutory Trust? What are GRATs, QPRTs, and IDTGs? What’s California’s problem with Incomplete Gift Non-Grantor Trusts (INGs)? Presented by: Claudia Hill, EA, MBA |
$107 | Included in bundle |
| Income Distribution Deduction Wednesday, November 1 10:00 a.m. to 12:00 p.m. PT 2 hours of CPE Course level: Intermediate |
Vanquish your fear of trust tax returns; Receive a practical trust primer update; Understand, in detail, the workings of distributable net income; Delve into the income distribution deduction only found in fiduciary returns. Presented by: Charles Burdoin, CPA |
$107 | Included in bundle |
| Preparing Form 706 for Portability Thursday, November 2 10:00 a.m. to 12:00 p.m. PT 2 hours of CPE Course level: Intermediate |
Help your clients understand the potential benefits of making this election; See how Form 706 for portability is different than regular Form 706 filings; Talk to your client about the portability election. Presented by: Claudia Hill, EA, MBA |
$107 | Included in bundle |
| Asset Protection Friday, November 3 9:00 a.m. to 10:00 a.m. PT 1 hour of CPE Course level: Intermediate |
Learn to use “game theory” when negotiating with plaintiffs and creditors; See why it is never too late to implement asset protection; Protect assets from personal guarantees and business lawsuits. Presented by: Jacob Stein, Esq. |
$64 | Included in bundle |
| Advanced Planning with Trusts Friday, November 3 10:30 a.m. to 12:30 p.m. PT 2 hours of CPE Course level: Intermediate |
Learn creative planning with irrevocable trusts, including amendments and terminations; Understand issues common to working with trusts; Know how to use the trust protector to retain control over trusts. Presented by: Jacob Stein, Esq. |
$107 | Included in bundle |
| Final 1040… and What Comes Next Monday, November 6 10:00 a.m. to 12:00 p.m. PT 2 hour of CPE Course level: Intermediate |
Review the unique issues to be considered when filing the final 1040: Who makes the decision about filing status? What income and deductions are allowed on the final 1040? Can anyone benefit from unused carryovers belonging to the deceased? Presented by: Claudia Hill, EA, MBA |
$107 | Included in bundle |
|
Value: |
You pay: $495 Add to cart |
CPE Information
Spidell’s 2023 Trust Webinar Series is eligible for 15 hours of Tax for CPAs, 15 hours of Federal Tax for EAs, 15 hours of Federal Tax for CRTPs (CTECs), 15 Hours for CFP® professionals and 11.5 hours of General MCLE/Tax Specialization for Attorneys.
Attention CFP® professionals: CFP® professionals 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”.
General knowledge of estates and trusts is required for “20 More Estate and Trust Questions”, “Income Distribution Deduction”, “Preparing Form 706 for Portability”, “Asset Protection”, “Advanced Planning with Trusts”, and “Final 1040… and What Comes Next”.
You must have computer speakers to listen to this webinar.
CFP® professionals do not receive credit for the on-demand webinar version 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.
Purchase individual courses
Click below to purchase courses individually at regular price:
Webinar features:
- Up to 15 hours 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.
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.
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.
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; 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: Self-Study. 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”. General knowledge of estates and trusts is required for “20 More Estate and Trust Questions”, “Income Distribution Deduction”, “Preparing Form 706 for Portability”, “Asset Protection”, “Advanced Planning with Trusts”, and “Final 1040… and What Comes Next”.
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