Accounting for Estates and Trusts, NY CLE 8.0, NY CPE 8.0
July 23, 2008 White Plains , NY
Presented by Lorman Education Services
Single Attendee: $359.00
Use discount code D9921650 for 10% off when registering online or when registering by telephone at (866) 352-9539. Seminar ID 379023
Who Should Attend?
This seminar is designed for accountants, CPAs, attorneys, controllers, CFOs, presidents, vice presidents, trust officers, financial and estate planners, insurance professionals, enrolled agents, bankers, executors, and consultants who service estates and trusts.
Benefits
Ensure nothing gets overlooked – get on the road to success in trust and estate accounting.
When it comes to accounting for trusts and estates, how does your knowledge stack up? A working understanding of trust and estate accounting will not only make you a better advisor or accountant – but also help keep you out of legal trouble. Take your understanding to the next level at this powerful seminar, and find out how to prepare accounting entries for typical estate and trust transactions. You’ll learn how to recognize the proper distribution of assets from an estate or trust. Get savvy techniques for pre- and post-mortem planning – hear time-tested strategies you can use to transfer your client’s assets in a tax-efficient manner. Come join your peers as our expert speakers bring their extensive experience from the trenches to make sure you don’t have to learn by trial and error.
Benefits for You
• Assist in structuring plans that appropriately cover the probable tax burden – and save money whenever possible
• Minimize estate and gift taxes
• Competently file estate and income tax returns – know exactly what is required
• Resolve special trust administration issues
• Stay abreast of recent developments and trends in estate administration
Continuing Education Units
Bankers 8.0 including CTFA (TAX) 3; CTFA (FID) 5
CBC 1.0
CFP 8.0
Enrolled Agents 8.0
CPE 8.0 including Accounting 8
PACE 8.0 including CLF 8; REBC 8; RHU 8; ChFC 8; CLU 8
NY CLE 8.0 including Areas of Professional Practice 8
NY INS 8.0 including Life Consultants 8; Life/Accident and Health Agents 8; Life/Accident and Health Brokers 8
CBC Certification