Spidell’s 2023 Trust Webinar Series

Available now

7 on-demand webinars for a total of 15 hours of CPE

Price: $495 $495

Add to Cart

Build your trust business

Spidell is offering 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 On-Demand Webinar Available now 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.	$149	Included in bundle
20 More Estate and Trust Questions On-Demand Webinar Available now 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	$119	Included in bundle
Income Distribution Deduction On-Demand Webinar Available now 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	$119	Included in bundle
Preparing Form 706 for Portability On-Demand Webinar Available now 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	$119	Included in bundle
Asset Protection On-Demand Webinar Available now 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 On-Demand Webinar Available now 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.	$119	Included in bundle
Final 1040… and What Comes Next On-Demand Webinar Available now 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	$119	Included in bundle
		Value: $799	You pay: $495 $495 Add to cart

*Discount valid through September 18, 2023.
Click on the following for more detailed information or to order each course: Overview of Trusts; 20 More Estate and Trust Questions; Income Distribution Deduction; Preparing Form 706 for Portability; Asset Protection; Advanced Planning with Trusts; Final 1040… and What Comes Next

Webinar Presenters

TO BE ANNOUNCED

Renée Rodda, J.D.

Claudia Hill, EA, MBA

Charles Burdoin, CPA

Jacob Stein, Esq.

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”.