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2017 Gear Up Estates & Trusts
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When: Thursday, July 20, 2017
Where: Embassy Suites Bloomington
2800 American Boulevard West
Bloomington, Minnesota  55431
United States

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All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Course Information

Credits: 8 — Taxation
IRS Program Number: DBWVH-U-00016-14-I
Field of Study: Taxation
Prerequisites: General understanding of trusts, estate, and gift taxation
Course Level: Basic

  • Cutoff Date: June 28, 2017 — early registration & lodging


This is a two-pronged course designed to get you started in the practice of estates and trusts and is a great update for the experienced tax professional, covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The “What’s New” chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections, including alternate valuation date and disclaimers, are discussed as these areas are of particular interest to the tax preparer.

estates and trusts program schedule


  • Members postmarked by June 28 — $235
    postmarked after June 28 — $255
  • Non-members postmarked by June 28 — $290
    postmarked after June 28 — $310

Seminar fee includes tuition, instructional materials, lunch, and refreshments.


Embassy Suites Bloomington
2800 American Boulevard West
Bloomington, MN 55431

  • Phone: 952-884-4811
  • MAPA-Specific Group Reservations Website: (Enter in dates of stay and enter in Group/Convention Code: MPE posted on June 22, 2017 at 9:00am)
  • MAPA-Specific Group Reservations Phone: Call 952-884-4811 or 1-800-Embassy. Ask for Group: MAPA Gear Up Estates & Trusts or Group Code: MPE (posted on June 22, 2017 at 9:00am)
  • MAPA-Specific Group Webpage: (posted on June 22, 2017 at 9:00am)
  • Rate: $139 per night, single or double - Reference MAPA
  • Room block cutoff: June 28, 2017


Timothy O’Brien, CPA

Timothy O’Brien brings over 40 years of tax experience to his appearances. He spent the first 10 years of his professional career with Arthur Andersen and the last 30+ working on his own as a tax consultant. With all his experience, he especially enjoys the inter-action with his students as well as discussing the history of the public accounting profession. Many of his students stay in touch with Tim after the class ends, seeking his advice on their career development. He uses “real life” examples obtained through actual CPA practice to reinforce the course learning objectives.

His areas of expertise include personal, corporate, and pass-thru entity tax planning and compliance as well as business succession and strategic planning, buying and selling businesses, mergers and acquisitions, and special tax and financial needs of senior citizens.

In addition to being a CPA, he is also a Certified Merger and Acquisition Advisor.

He has numerous appearances on television, radio and in the print arena. His work has appeared in Fortune Magazine and the Wall Street Journal. He has also been a featured speaker before numerous professional and civic groups.

PCI Compliance: MAPA has taken the appropriate steps to maintain PCI compliance. In order to protect your privacy, please do not email your credit card information to our office.

Cancellation Policy: The registration fee, less a $30 administrative charge, can be refunded up to 10 business days before the seminar. An 80% refund can be obtained with written notice of cancellation between 5 and 10 business days prior to the program. No refund for cancellation less than 5 work days prior, or for no-shows. Space cannot be guaranteed for walk-in registrations. Registrations are transferable one time only to another offering excep

Audio/Video Policy: Registration and attendance at, or participation at association events constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

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