Skip to nav Skip to content
{{ headerItems.greeting }} {{ headerItems.firstName }} Log In
{{ itemUpdatedMessage }}

Loading product...

Trust Session 1

Description

Using a few case studies, this session examines trusts, determining if simple or complex, for both revocable and irrevocable trusts, including Special Needs Trusts Bring your pencil!

Details

Instructor
Kathryn M Keane, EA
Duration
100 minutes
Prerequisite
None
Advanced preparation
None
Delivery method
Group Live

Trust Session 2

Description

Using a few case studies, this session examines trusts, determining if simple or complex, for both revocable and irrevocable trusts, including Special Needs Trusts Bring your pencil!

Details

Instructor
Kathryn M Keane, EA
Duration
100 minutes
Prerequisite
None
Advanced preparation
None
Delivery method
Group Live

Rental Session 1

Description

How many of us have that new rental client visit us who doesn't know about depreciation or allocating expenses? This session examines using real life examples of fixing missed depreciation, allocating expenses and the dreaded sale of a rental property, including a disqualifying § 121 event.

Details

Instructor
Kathryn M Keane, EA
Duration
100 minutes
Prerequisite
None
Advanced preparation
None
Delivery method
Group Live

Rental Session 2

Description

How many of us have that new rental client visit us who doesn't know about depreciation or allocating expenses? This session examines using real life examples of fixing missed depreciation, allocating expenses and the dreaded sale of a rental property, including a disqualifying § 121 event.

Details

Instructor
Kathryn M Keane, EAN
Duration
100 minutes
Prerequisite
None
Advanced preparation
None
Delivery method
Group Live

CPE sponsor disclosure

The CPE associated with this education is provided by the New Jersey NATP Chapter and is independent of national NATP sponsorship.

IRS sponsor number: 8WQMQ

See our CPE sponsor page for more information on reporting.