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Monday, December 7, 2026 Live Webcast

Estate & Trust Primer - Tax Staff Essentials (E2612602)

9:00 AM - 12:30 PM EST

Registration: 8:45 AM EST

webcast

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4 CPE Credits in TX

OVERVIEW

A comprehensive guide to estate planning and the taxation of trusts.

DESIGNED FOR

  • CPAs
  • Financial advisers
  • Estate attorneys

BENEFITS

  • Identify the elements of a trust.
  • Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).
  • Identify tax payment and reporting requirements for estates and trusts.
  • Identify the rules regarding the deduction for distributions from complex trusts and decedents’ estates.
  • Recall when a grantor has a reversionary interest.
  • Recall how pooled income funds are taxed.
  • Recall the filing requirements for estates and trusts.

HIGHLIGHTS

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

    • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Donald Cooley

    Donald B. Cooley, CPA

    Read bio

    PRICING

    $199.00 - Member

    $274.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on December 7 at 8:45 AM.

    ADDITIONAL OPTIONS

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    ALSO AVAILABLE

    COURSE DEVELOPER

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