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Web Events
Estate & Tax Primer
Speakers:
Delivery type:
Audio Webcast
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Audio Webcast: 4.0
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.

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.

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
In order to access the event, you must have the following streaming media player installed on your computer:

ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

Detailed information can be found here
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Product details

Key Topics

  • 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

  • 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.

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.

Important Information on Your CPE Credit

Included in: Annual Webcast Pass

Get year-round unrestricted access to this and more than 500 webcasts featuring top experts, regulators and agency representatives discussing topics of importance to you. Learn more...


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.

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$199.00
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Estimated total:
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CREDIT INFO
CPE credits
Audio Webcast
: 4.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of estate and gift taxation
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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