CPAsNET: Estate & Trust Primer (TSE.ETP)

Course Description Schedule

Course Overview

The course price reflects the Association discount - no other discounts apply.

Delivery Format: Internet based virtual platform.
Attendees should have a computer equipped with a camera to fully participate in the sessions. CPE will be issued by the AICPA. The program will be held over two days earning 8 hours of CPE credit.

Course information: December 10, 12:00 pm – 3:45 pm Eastern
Product #: TSE.ETP
Fee: $159.20. The fee reflects CPAsNET’s partner discount with the AICPA.
A minimum of ten (10) participants are required to hold this program.
Cancellation Policy: If you need to cancel, please contact Cancellations received by Thursday, Nov 29 will receive a full refund. Cancellations received after this date will receive a credit with the AICPA equal to half of the registration fee.

Instructor:ANDREW F. BLUM, J.D., LL.M., CPA
A. F. Blum, Attorney-CPA/Stuart, Florida

Andrew is currently working as an independent attorney, CPA and speaker on estate, tax, retirement and financial planning. Before working on his own, Andrew worked as a financial advisor with two major wire houses. He developed financial, retirement and estate plans, and implemented those plans.
From 1989 until his retirement in 2011 at the rank of Commander, Andrew was a JAG Corps attorney with the US Navy Reserves. His diverse legal work included military justice prosecution, military disability law, international law, health care law, environmental law, tax law, estate planning and he developed & implemented the Navy Electronic Tax Filing Program. Of his 22 years with the Navy he served 4 times on active duty totaling 12 years.
From 2004 to 2011, he was a trial attorney for the State of Florida in various capacities and agencies when not on active duty.
He was in private law practice from 1996-2000 in Pinellas County, FL concentrating in estate planning and compliance, tax planning and compliance, pension and small business law. He also was in private law practice in Broward County, FL from 1987 to 1989 also concentrating in estate planning and compliance, tax planning and compliance, pension and small business law.
Prior to attending law school he worked in the audit and tax departments of Coopers & Lybrand in their Fort Lauderdale office.
Andrew received his J.D from Nova Southeastern University and an LL.M in Taxation from the University of Miami. He also has his B.B.A. from the University of Miami. He has been a Florida CPA since 1982 and a Florida Attorney since 1986.

Course Content

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.

Topics Discussed

  • Types of trusts
  • Trustee powers
  • Recognition and realization of income
  • Elements of an estate
  • Taxation of Trusts and Estates
  • Basic concepts of estate planning

Course Objectives

When you complete this webcast, you will be able to:

  • 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.
Online Training
Modality: V
Click City Name To Book Schedule
This is an Instructor-Led Classroom course
This is an Instructor-Led Online (ILO) course. These sessions are conducted via WebEx in a VoIP environment and require an Internet Connection and headset with microphone connected to your computer or laptop.
United States
Dec 10, 2018 Online Training 12:00 US/Eastern Enroll