Speakers: Michael Miranda, CPA, QKA, NQPC, AEP & Parag Patel, Esq.
CE: 8 IRS/CTEC (For Entire Program)
Price: $240 for Members | $480 for Nonmembers
This comprehensive program provides an in-depth exploration of trusts, covering fundamental concepts, legal principles, tax considerations, and advanced planning strategies. Participants will gain a strong foundation in trust structures, key trust document clauses, and tax filing requirements. The program will also delve into trust income calculations, deductions, and specialized trusts such as Grantor Trusts and Charitable Remainder Trusts. Additionally, attendees will explore estate and income tax planning, IRS compliance issues, and techniques to optimize tax benefits. The final session will integrate all prior knowledge into practical applications, equipping professionals with advanced planning tools such as Charitable Trusts, Irrevocable Life Insurance Trusts, and strategies for digital asset management.
Learning Objectives:
- Understand the various types of trusts, their distinct features, and the tax filing requirements associated with Form 1041.
- Analyze key legal principles, trust document clauses, and trust accounting concepts essential for working with trust instruments.
- Calculate income, deductions, and credits for trusts while exploring the complexities of Grantor Trusts and Charitable Remainder Trusts.
- Apply advanced trust and estate tax planning techniques, including post-mortem strategies, fiduciary considerations for digital assets, and the use of trusts in retirement and wealth preservation.
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