Income Taxation Of Trusts And Estates Made Easy

Event

Income Taxation Of Trusts And Estates Made Easy
Title:
Income Taxation Of Trusts And Estates Made Easy
When:
Thu, 21. June 2018, 04:00 PM EST - 05:00 PM EST
Category:
Webinars
Created by:
Ben Resnik

Description

Your clients either have or will have settled trusts and eventually will have an estate. These entities are subject to federal income taxation and compliance involves unique concepts you must understand, including:

Simple versus complex, grantor, and charitable trusts
Taxable income versus. fiduciary accounting income
Distributable net income (DNI)
IRC 663(b) "65-Day" Rule

At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on individual taxation, discusses what a financial professional needs to know about income taxation of trusts and estates.




To collaborate deeply with Bob, subscribe to a free trial of our client education platform.


Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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