Are You Aware of the Income Tax Impact of
Trusts You Recommend or Set Up?
Do You Know What Actions to Advise Clients
to Take and Not to Take After a Trust is Established?
Many of your clients (or prospective clients) have estate plans - - or you’ll recommend ones - - that provide for trusts to be set up, after their death, for their beneficiaries. Some clients also make or are advised to make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.
Unfortunately, most estates planning professionals don’t know the rules for income taxation of trusts and estates - - and may be unwittingly getting their clients and themselves into a lot of trouble!
For example, the income taxation of estates and trusts involves a totally unique concept known as “distributable net income” (or “DNI”). Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, attorney/accountant fees) are treated quite differently for estates and trusts than for individual taxpayers.
However, with a decent understanding of the basic income tax rules, you can give more than adequate tax planning and advice for trusts and estates.
Join us and nationally renowned CPA and tax authority, Robert S. Keebler or a special 90-minute program, entitled “The Income Taxation of Trusts and Estates - - Made Easy”.
During this teleconference, you will learn about:
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The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)
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The critical categorization of income (taxable income vs. fiduciary accounting income)
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Distributable net income (DNI) and how it works
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How to treat excess deductions on termination
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Grantor trust rules and how they impact planning and return preparation
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All in plain-English you can understand!
PROGRAM DETAILS:
Title: Taxation of Trusts and Estates
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Robert S. Keebler, CPA, MST, AEP
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP. |