TaxSpeaker

Trusts & Estates 1041's-The New Rules

Live Seminar

Credit Hours: 8

By: Bill Leonard, CPA, CFFA

Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

Phone: 215-860-1199
Website: http://www.pstapcpe.com

Event Description:

Bill Leonard, CPA, CFFA and Charlie Slade, JD, CPA wrote this course from the point of view of the tax expert AND the lawyer. Acclaimed as "the best estates & trusts course ever-these guys are great!" It covers how to prepare the forms, how to do the accounting and how to plan for the future.

Sponsor Details

State Sponsor: Buxmont Chapter PSTAP

Phone: 215-860-1199

Email: clare@CPAShaw.net

Sponsor Details

Sponsor: Buxmont Chapter PSTAP

Clare M. Shaw CPA
Luxembourg Corporate Center
202 Corporate Drive East
Langhorne, PA 19047
Clare@CPAShaw.net
W 215-860-1199
F 215-860-1003

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.

Event Details
Seating:
LIMITED
Cost:
$0.00
Hours:
8
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   June 07, 2017
Time:   8:00 AM    Add to Outlook
 
Event Location
Venue:
TBD
Contact Information
Speaker Bio(s)
Res bill square
Bill Leonard, CPA, CFFA

Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individual...

Contact:
Clare Shaw
Email:
clare@CPAShaw.net
Phone:
215-860-1199
Testimonials

Testimonial

Event Objective
Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

Field of Study
Taxes

Prerequisites
2-4 years tax preparation experience

Event Level
Intermediate

NASBA Category
Taxes