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Register for the 2017 Gear Up Estates & Trusts Seminar

Tuesday, April 18, 2017   (0 Comments)
Posted by: Jasper McCroskey
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Register here!

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

Objective/Audience

This seminar is designed for accountants who prepare estate and fiduciary returns. The attendee should have some basic knowledge of estates and trusts.

Content

This course will help you get started incorporating estate work into your practice or serve as a refresher for those already doing estate work. The aging baby boomers are in an inheriting mode and you will learn how to advise them on such matters as portability and funding of the sub-trusts. There is something for everyone from the novice to the seasoned practitioner. The course also explores the decisions required in handling clients’ estates and trusts from beginning to close, including tax elections available, distributing assets to beneficiaries, and filing all applicable tax forms. We analyze Form 1041 (including all topics listed under the 1041 course description), U.S. Income Tax Return for Estates and Trusts, Form 709, U.S. Gift (and GST) Tax Return, and Form 706, Estate Tax Return. In addition, we will cover all the new tax law changes and important rulings and cases.

estates and trusts program schedule

Fees

  • 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.

Lodging

Embassy Suites Bloomington
2800 American Boulevard West
Bloomington, MN 55431

  • Phone: 952-884-4811
  • Website: www.embassysuites.com
  • Rate: $139 per night, single or double - Reference MAPA
  • Room block cutoff: June 28, 2017

Speaker

TBA


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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