Spidell’s Trust Webinar Series

$395.00

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Spidell’s Trust Webinar Series

5 webinars for a total of 14 hours of CPE

Price: $395

Build your trust business

Between October 26 and November 3, Spidell is offering 5 webinars to help you understand and prepare trust returns. Order all 5 webinars* (14 hours of CPE) for $395 — a savings of $148 — 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.

*If you miss your live webinar, we will send you a link to the on-demand version.

Session title
(Click on title for more information or to order this course)
Course description Regular price Price for all courses — $395
Overview of Trusts
Monday, October 26
8:30 a.m. to Noon Pacific Time

4 hours of CPE
Course level: Basic

Understand how various trusts work, A-B trusts, charitable trusts, special needs trusts, QTIP trusts, and more.

Presented by: Renée Rodda, J.D.

$126 Included in bundle
Basic Estate and Trust Tax Preparation
Tuesday, October 27
8:30 a.m. to Noon Pacific Time

4 hours of CPE
Course level: Basic

Get the steps you must take to understand how to prepare an accurate trust return, including examples and screen shots of the return.

Presented by: Claudia Hill, EA, MBA

$126 Included in bundle
The Life of an Estate Tax Case: Tips and Strategies for Audit, Appeal, and Tax Court
Friday, October 30
10:00 a.m. to Noon Pacific Time

2 hours of CPE
Course level: Intermediate

Receive practical advice for preparing for and resolving estate tax issues with the IRS.

Presented by: Steve Toscher, J.D.; Michel R. Stein, J.D., LL.M.; and Lacey Strachan, J.D., LL.M.

$97 Included in bundle
Advanced Planning with Trusts
Monday, November 2
10:00 a.m. to Noon Pacific Time

2 hours of CPE
Course level: Intermediate

Review planning strategies and solutions, including DAPTs, DGTS, QPRTs, as well as the flexibility of a trust protector and how to work with irrevocable trusts.

Presented by: Jacob Stein, Esq.

$97 Included in bundle
The Final 1041 for an Estate (Not a Trust)
Tuesday, November 3
10:00 a.m. to Noon Pacific Time

2 hours of CPE
Course level: Basic

Go through the steps in the estate administrative process including the probate process, and filing of the final 1041 for the probate estate.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
If you miss your live webinar, we will send you a link to the on-demand version.

Value: $543

You pay: $395
Add to cart

Click on the following for more detailed information or to order each course: Overview of Trusts; Basic Estate and Trust Tax Preparation; The Life of an Estate Tax Case: Tips and Strategies for Audit, Appeal, and Tax Court; Advanced Planning with Trusts; The Final 1041 for an Estate (Not a Trust)

CPE Information

Spidell’s 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), and 11 hours of General MCLE for Attorneys.

Course prerequisites

There are no prerequisites or advance preparation required for “Overview of Trusts,” “Basic Estate and Trust Tax Preparation,” and “The Final 1041 for an Estate (Not a Trust).”

Basic knowledge of estate tax is required for “The Life of an Estate Tax Case: Tips and Strategies for Audit, Appeal, and Tax Court.”

Basic understanding of trusts is required for “Advanced Planning with Trusts.”

Can’t attend the live webinar?

Order the on-demand 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 (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

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.

Webinar features:

  • One individual may watch from one computer
  • PDFs of reference manual and PowerPoint slides
  • 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.

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; 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. 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 (714) 776-7850. Basic understanding of trusts is required for Advanced Planning with Trusts. Basic knowledge of estate tax is required for The Life of an Estate Tax Case: Tips and Strategies for Audit, Appeal, and Tax Court.

Spidell Hours

CPA
Tax Up to 14
EA
Fed Tax Up to 14
CRTP
Fed Tax Up to 14
Attorney
MCLE Up to 11

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