In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues.
- Gift splitting elections
- Reverse QTIP elections
- Electing out of automatic GST allocations
- Valuation issues
- 5-year 529 plan elections
- Section 2642(c) charitable issues
- Section 691(c) issues
- Section 2013 PPT Credits
- Adequate disclosure rules
- Statute of limitations issues
- Section 2032A and alternative valuation date
- 754 partnership elections
- Understanding DNI
- Planning for Kenan gains
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 9/05/2019
1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.
We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.
This webinar is included for Trusts & Estates and provided live complimentary for Business Law Subscribers
Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $139