Estates and Trusts  

What happens when our client passes away?  Do we lose a client or gain a new one?  In this webinar, we will take an in-depth look at estates and trusts.  Topics include:

• the decedent’s final income tax return
• income in respect of a decedent
• the workings of wills and trusts
• grantor trusts
• basis and depreciation issues
• fiduciary accounting and how it relates to preparing the fiduciary income tax return
• 1041 deductions
• the income distribution deduction
• tax computation and techniques to minimize taxes
• tax treatment of beneficiaries
• trusts used in estate planning

By properly understanding and handling these issues, the tax professional can become the “go to” person for estate planning attorneys and financial advisors.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Instructor: Brian Eisenmenger, CPA, MST
Instructor assignments are fluid and subject to change

Please see outline below for webinar break schedule.