TaxSpeaker

Trusts & Estates 1041's-The New Rules

Live Seminar

Credit Hours: 8

By: Charlie Slade, CPA, JD

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: 503-282-7247
Website: http://www.oaia.net

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: Oregon Association of Independent Accountants

Phone: 503-282-7247

Email: srobertson4oaia@aol.com

Sponsor Details

Sponsor: Oregon Association of Independent Accountants

The Oregon Association of Independent Accountants was formed in 1946, as the "Oregon Association of Public Accountants". Our name was changed in January 1991 to reflect a broader scope and the diversity of the organization's membership. The OAIA is an organization of tax professionals in Oregon, Washington and Idaho. We are an affiliate of the National Society of Accountants.

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:   October 26, 2017
Time:   8:00 AM    Add to Outlook
 
Contact Information
Speaker Bio(s)
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Charlie Slade, CPA, JD

Charlie Slade JD, CPA owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland A...

Contact:
Sue Robertson
Email:
srobertson4oaia@aol.com
Phone:
503-282-7247
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