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Web Events

Estate & Tax Primer

Speakers: David Peters
DeliveryType:  Audio Webcast
    Select Date & Time:
  • $159.00-$199.00
    Estate & Tax Primer 09:00 am - 01:00 pm ET Product #: VTSEETP18002
    Add to Calendar 07/31/2018 09:00:00 07/31/2018 13:00:00 America/New_York AICPA Webcast: Estate & Tax Primer
    Register Now for Estate & Tax Primer.

    This webcast covers the federal income taxation of trusts and decedents' estates. You will explore the effects that certain tax scenarios have on the beneficiaries of those trusts and estates.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEETP/PC-VTSEETP.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00
  • $159.00-$199.00
    Estate & Tax Primer 09:00 am - 01:00 pm ET Product #: VTSEETP18003
    Add to Calendar 08/21/2018 09:00:00 08/21/2018 13:00:00 America/New_York AICPA Webcast: Estate & Tax Primer
    Register Now for Estate & Tax Primer.

    This webcast covers the federal income taxation of trusts and decedents' estates. You will explore the effects that certain tax scenarios have on the beneficiaries of those trusts and estates.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEETP/PC-VTSEETP.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00
  • $159.00-$199.00
    Estate & Tax Primer 10:30 am - 02:30 pm ET Product #: VTSEETP18004
    Add to Calendar 11/19/2018 10:30:00 11/19/2018 14:30:00 America/New_York AICPA Webcast: Estate & Tax Primer
    Register Now for Estate & Tax Primer.

    This webcast covers the federal income taxation of trusts and decedents' estates. You will explore the effects that certain tax scenarios have on the beneficiaries of those trusts and estates.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEETP/PC-VTSEETP.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is part of the Tax Staff Essentials program.

This comprehensive webcast covers the federal income taxation of trusts and decedents' estates. You will explore the effects that certain tax scenarios have on the beneficiaries of those trusts and estates. We will also discuss some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.

Topics Discussed

  • Types of trusts
  • Trustee powers
  • Recognition and realization of income
  • Elements of an estate
  • Taxation of Trusts and Estates
  • Basic concepts of estate planning

Learning Objectives

When you complete this webcast, you will be able to:

  • Understand the concept of a trust and the various types of trusts.
  • Advise clients on filing requirements for Forms 706 and 709.
  • Identify the elements of an estate and grantor trusts.
  • Minimize transfer taxes by incorporating exemptions and credits.
  • Understand statutory provisions that mandate or protect interests of a decedent's spouse and/or children.

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

Included in:Annual Webcast Pass

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Speaker Bio

David R. Peters, CPA, CFP, CPCU, MST, MBA
Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates.  He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.  David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years.  He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning.  He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina.  He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation.  He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures.

Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisors Network, LLC are not affiliated.

System Requirements