2007 1041 Update2007 CourseCourse Level: Basic CPE Credits: 2 for EAs, 1 for CTEC, and 1 for CFPs Price: $30 for Members and $40 for Nonmembers Prerequisite: None This seminar is designed to give the preparer of fiduciary income tax returns a summary of changes to, or clarifications of, the income taxation of trusts and estates since 2005. Objectives This seminar summarizes: - The GO Zone bonus depreciation rules.
- Claiming the telephone excise tax credit for trusts and estates.
- Recent cases and rulings on investment advisory fees, charitable deductions, charitable remainder trusts, trust divisions and conversions, IRA beneficiaries, and GST exemptions.
- Inflation adjusted bankruptcy estate filing requirements, exemptions for qualified disability trusts, and the fiduciary income tax rates.
This course comes with a downloadable electronic textbook. If you would like to purchase a printed textbook for this course, the book will be available for sale for $10 for members and $15 for nonmembers (half the regular price). Once you are registered for the course, you can call Member Services at 800.558.3402, ext. 3 to purchase the book at this special price.
 |
Return to Self-Study Main Menu | 
