Accountants and tax preparers are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client’s death to filing tax returns for trusts and estates.
This webinar will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce participants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.
Presented by Travis A. Greaves and T. Joshua Wu
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes
NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.