TaxSpeaker

Trusts & Estates 1041's-The New Rules

Online Webcast

Credit Hours: 8

By: Bill Leonard, CPA, CFFA, Charlie Slade, CPA, JD

Number of Attendees:

$250.00
 
IRS Number: 5KBKR-T-00483-17-O
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.

Attendee Requirements

THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webcast with a Live Moderator to answer your questions.

SYSTEM REQUIREMENTS - You must
have a high speed internet connection, speakers connected to your computer and monitor.


GROUPS - PROCTORS - If you have
more than 1 person REGISTERED for the streaming webcast and all would like
to watch from the same computer, please complete the Proctor Form and return
to us after completion of the webcast in order to receive proper CPE credit.
A CPA must attest to the attendance of each person. The CPA does not have to
be in attendance of the webcast, just attest that the persons on the form have
attended. Proctor Form
(Word doc) Proctor From
(PDF)

DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.


FAQ - Visit our FAQpage for more answers regarding our Streaming Webcasts.


TIME ZONES-PLEASE NOTE:All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.

Disclaimer

Fees and Schedule -
This TaxSpeaker Internet-Live seminar begins promptly at stated time, will break for lunch, have 2-10 minute breaks and end promptly at the stated time.

Attendees must answer 75% of all polling questions given during the day to obtain
the full hours of CPE Credits.


Cancellation, Transfer and Refund Policy

Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. A 30-day money back guarantee applies to all self-study products. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS.
NO EXCEPTIONS.
Please call us at 877-466-1040 for auxiliary aid needs.


Continuing Education



Jennings Advisory Group, 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor #108251


This Internet-Live seminar carries the above mentioned hours of CPE credit, based upon a 50 minute contact hour. All Jennings Advisory Group seminars have been designed to comply with the Statement on Standards for Formal Group Study Programs published by the American Institute of Certified Public Accountants and the National Association of State Boards of Accountancy and to comply with CPE accreditation standards in the states in which they are held.


Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

Event Details
Seating:
LIMITED
Cost:
$250.00
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:   December 12, 2017
Time:   10:00 AM    Add to Outlook
 
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...

Qyvkp0%3d&expires=1505534570
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:
Samantha Zarantonello
Email:
info@taxspeaker.com
Phone:
812-288-1513 or 877-466-1040
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