Your Complete Source For Tax Seminars and CPE Credits

706/709 Estates & Gifts

Live Seminar

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Course 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

State Sponsor: Oregon Association of Independent Accountants

Phone: 503-282-7247

Email: srobertson4oaia@aol.com

Attendee Requirements
Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.

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Registration

Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

Phone: 503-282-7247
Website: http://www.oaia.net
Course Details
Seating:
LIMITED
Cost:
Contact Sponsoring Society
Hours:
8
Course 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 25, 2012
Time:   8:00 AM - 4:00 PM    Add to Outlook
 
Course Location
Venue:
Red Lion Hotel-Portland Convention Center
Address: 1021 NE Grand Avenue Portland, OR 97232
Map Link
Contact Information
Speaker Bio(s)
Charlie Slade, CPA, JD, RTRP

Charlie Slade JD, CPA owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland Atto...

Contact:
Sue Robertson
Email:
srobertson4oaia@aol.com
Phone:
503-282-7247
Testimonials

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Course Objective
Upon the completion of this course, the student should be able list and apply the major changes affecting current year trust and estate returns.

Field of Study
Taxes

Prerequisites
2-4 years tax preparation experience

Course Level
Intermediate

NASBA Category
Taxes

Publication Date
5/31/2012