A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE & 2NASBA CPE CREDIT

A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.

2 IRS CE/2 NASBA CPE CREDIT

This webinar is part of Tax Practice Pro's webinar series "Trust Me"!

4 IRS CE/4 NASBA CPE CREDIT

This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts.

1 IRS CE/1 NASBA CPE CREDIT

This webinar is part of Tax Practice Pro's webinar series "Trust Me"!

2 IRS CE/2 NASBA CPE CREDIT

This in-depth webinar provides a comprehensive analysis of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and the electing portability of the Deceased Spouse Unused Exclusion (DSUE)

2 IRS CE & 2 NASBA CPE CREDIT

This course reviews the kinds of transfers that require a gift tax return, describes the annual exclusion, and goes into some detail about exceptions to the annual exclusion.

1 IRS CE/1 NASBA CPE CREDIT

This is a general overview of trusts intended to clarify terminology, features of trusts, types of interests in a trust, roles, and how these all fit together.

1 IRS CE/1 NASBA CPE CREDIT

This webinar is a high-level overview of the gross estate and completed gifts, highlighting the intersection between estate inclusion and income tax issues.

20 IRS/NASBA CPE credits

Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.