Spidell’s 2021 Trust Webinar Series

$459.00 $395.00

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Spidell’s 2021 Trust Webinar Series

Available by Monday, November 8

6 on-demand webinars for a total of 13 hours of CPE

Price: $459 $395*

*Discount valid through Tuesday, September 7.

Build your trust business

Spidell is offering 6 webinars to help you understand and prepare trust returns. Order all 6 webinars (13 hours of CPE) for $459 $395 — a savings of $114 $178 — 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 — $395
Overview of Trusts
On-Demand Webinar
Available by Monday, November 1

4 hours of CPE
Course level: Basic

Understand the importance of trusts, the various types of trusts and how to use them, and more.

Presented by: Renée Rodda, J.D.

$126 Included in bundle
Trusts and Estates: 20 Questions, 20 Solutions
On-Demand Webinar
Available by Tuesday, November 2

2 hours of CPE
Course level: Basic

Get answers and solutions to trust preparation dilemmas, such as: the difference in preparing a 1041 from a 1040, remedy the problem where assets weren’t in the trust when the settlor died, and more.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
Estate Planning and Asset Protection in the Age of Uncertainty
On-Demand Webinar
Available by Wednesday, November 3

1 hour of CPE
Course level: Intermediate

Cover the estate planning topics that everyone seems to be discussing right now.

Presented by: Jacob Stein, Esq. and Michelle Lerman, Esq.

$59 Included in bundle
Intentionally Defective Grantor Trusts
On-Demand Webinar
Available by Thursday, November 3

2 hours of CPE
Course level: Basic

Many of our clients were pushed into complex estate planning with the passage of Prop. 19 last November.  Intentionally Defective Grantor Trusts (IDGT) were an often used tool in many of those plans.  Be ready to work with these unique grantor trusts and the tax compliance rules related to them.

Presented by: Claudia Hill, EA, MBA

$97 Included in bundle
Asset Protection — How to Keep What You Have
On-Demand Webinar
Available by Friday, November 5

2 hours 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, and more.

Presented by: Jacob Stein, Esq.

$97 Included in bundle
Tax Planning Strategies for Trusts and Estates
On-Demand Webinar
Available by Monday, November 8

2 hours of CPE
Course level: Intermediate

See how proper planning can reduce tax — on the estate and for the beneficiaries.

Presented by: Renée Rodda, J.D.

$97 Included in bundle

Value:
$573

You pay:
$395

Add to cart

Click on the following for more detailed information or to order each course: Overview of Trusts; Trusts and Estates: 20 Questions, 20 Solutions; Estate Planning and Asset Protection in the Age of Uncertainty; Intentionally Defective Grantor Trusts; Asset Protection — How to Keep What You Have; Tax Planning Strategies for Trusts and Estates

CPE Information

Spidell’s 2021 Trust Webinar Series is eligible for 13 hours of Tax for CPAs, 13 hours of Federal Tax for EAs, 13 hours of Federal Tax for CRTPs (CTECs), and 10.25 hours of General MCLE/Tax Specialization for Attorneys.

Course prerequisites

There are no prerequisites or advance preparation required for “Overview of Trusts” and “Trusts and Estates: 20 Questions, 20 Solutions”.

General knowledge of estate planning and asset protection is required for “Estate Planning and Asset Protection in the Age of Uncertainty” and “Asset Protection — How to Keep What You Have”.

Basic knowledge of types of trusts is required for “Tax Planning Strategies for Trusts and Estates”.

Prefer the live webinars?

Order the live 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 (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. No refunds will be issued after noon on October 25.

Webinar features:

  • Access to recording to watch at your convenience
  • PDFs of reference manual and PowerPoint slides

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: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advance preparation required for Overview of Trusts and Trusts and Estates: 20 Questions, 20 Solutions. General knowledge of estate planning and asset protection is required for Estate Planning and Asset Protection in the Age of Uncertainty and Asset Protection — How to Keep What You Have. Basic knowledge of types of trusts is required for Tax Planning Strategies for Trusts and Estates.

Spidell Hours

CPA
Tax Up to 13
EA
Fed Tax Up to 13
CRTP
Fed Tax Up to 13
Attorney
General MCLE/Tax Specialization Up to 10

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