Estate & Trust Primer - Tax Staff Essentials
4.00 Credits
Member Price $225
Non-Member Price $269
Overview
A comprehensive guide to estate planning and the taxation of trusts.
Highlights
Prerequisites
None
Designed For
Objectives
- 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.
- Distinguish between simple trusts and complex trusts.
- Recall how pooled income funds are taxed.
- Recall the filing requirements for estates and trusts.
Leader(s):
Leader Bios
William Murphy, AICPA
William F. Murphy, CPA/PFS, ABV, CFF, CVA, is the owner of Murphy Financial Group, P.C., a firm that provides tax consulting and financial planning services to corporations and professional practices in Indiana. He also provides consultation services on tax and financial planning issues to various news and publishing organizations on current tax law changes occurring within federal and state government.
Non-Member Price $269
Member Price $225