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INCOME TAXATION OF TRUSTS AND ESTATES
A Live Two-Hour Audio Seminar from CCH
Thursday, July 16, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn About the Income Taxation of Trusts and Estates
This two-hour audio seminar on Thursday, July 16, provides a broad, practical overview of many of the issues that arise in connection with the income taxation of trusts and estates. Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this program offers a clear and concise review of how estates and trusts are taxed and related compliance and planning issues and concerns for estates and trusts. Siegel, an outstanding speaker and presenter, will provide practical explanations and helpful tips on this important topic, so you can advise your clients with confidence. All accountants, attorneys and financial planners who advise clients on estate and trust planning and administration and other wealth management matters will benefit from this practice-oriented seminar.
Program Topics
Topics to be addressed by Steve Siegel are:
- Increasing Incidence of Form 1041 Audits
- Basic Concepts and Issues: How Estates and Trusts are Taxed; Tax Years; Return Filing Requirements; Estimated Payments
- Simple, Complex, Grantor and Qualified Revocable Trusts
- Trust Accounting Income, Distributable Net Income, Taxable Income
- New IRS Definitions of Trust Income
- Income Reportable by Fiduciaries
- Deductions Available to Fiduciaries
- Controversy Over the 2% Floor on Miscellaneous Itemized Deductions
- The Separate Share Rule
- Tax Calculations, Credits and Payments
- The Tier System for Allocation of Distributions
- The Throwback Rule
- Distributions; Distributions in the Year of Termination
- Alternative Minimum Tax on Trusts and Estates
Learning Objectives
- Obtain a comprehensive basic understanding of how estates and trusts are taxed
- Determine how estate and trust income is defined, determined and reported
- Gain awareness of key compliance and planning issues and concerns related to the income taxation of estates and trusts
SPECIAL BONUS
Register today for this insightful program on Thursday, July 16 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speakers:
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Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Basic
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of federal wealth transfer taxes and estate planning
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
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