TaxSpeaker

Trusts & Estates 1041's-The New Rules

Live Seminar

Credit Hours: 8

By: Bill Leonard, CPA, MAFF, CGMA

$279.00
 
IRS Number: 5KBKR-T-00483-17-I
Event Description:

Bill Leonard, CPA, CFFA and Charlie Slade, JD, CPA wrote this course from the point of view of the tax expert AND the lawyer. Acclaimed as "the best estates & trusts course ever-these guys are great!" It covers how to prepare the forms, how to do the accounting and how to plan for the future.

Sponsor Details

Sponsor: TaxSpeaker

TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, email question response from the authors/speakers, free monthly newsletters for practitioners, free underlying tax research via the web for all tax classes, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees, and dozens of practical free downloadable practice aids written by real practitioners. And all of this comes from a US-owned, practitioner-based seminar company. Seminar material is updated throughout the season to reflect the most recent guidance as well as in the speaker presentations.

Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

Attendee Requirements

  • Dress warmly in layers as the room may be cool.

  • The registration fee includes: continental breakfast, printed reference manual, lunch and downloadable E-Book.

Disclaimer

Fees/Schedule All Jennings Sponsored Group-Live seminars begin & end promptly at the stated times.

Cancellation, Transfer and Refund Policy
IF YOU PURCHASED THIS COURSE IN A PACKAGE THE CANCELLATION/REFUND POLICY IS AS FOLLOWS-FULL REFUND FOR UP TO 30 DAYS FROM ORDER DATE AND AFTER THAT DATE THERE WILL BE NO REFUNDS FOR THE PACKAGE BUT WE WILL TRANSFER YOU TO ANY OF OUR WEBCASTS COMPARABLE TO YOUR PURCHASE.

Cancellation, Transfer and Refund Policy For Individual Seminar Purchase (not in the Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

Continuing Education


Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251

Each group-live seminar carries above mentioned hours of CPE credit, based upon a
50 minute contact hour. All Jennings Advisory Group seminars have been designed
to comply with the Statement on Standards for Formal Group Study Programs published
by the American Institute of Certified Public Accountants and the National Association
of State Boards of Accountancy and to comply with CPE accreditation standards
in the states in which they are held.

Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

Event Details
Seating:
LIMITED
Cost:
$279.00
Hours:
8
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   October 19, 2017
Time:   8:00 AM    Add to Outlook
 
Event Location
Venue:
Embassy Suites
Address: 4444 Havana St. Denver, CO 80239
Contact Information
Speaker Bio(s)
Res bill square
Bill Leonard, CPA, MAFF, CGMA

Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individual...

Contact:
Samantha Zarantonello
Email:
info@taxspeaker.com
Phone:
812-288-1513 or 877-466-1040
Testimonials

Testimonial

Event Objective
Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

Field of Study
Taxes

Prerequisites
2-4 years tax preparation experience

Event Level
Intermediate

NASBA Category
Taxes