Trust Me Webinar Series

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Join us for our 2024 Trust Me and Estates monthly webinar series.

See below for individual webinars:

Full Series Pricing $697
Half Series (5 webinars) $347
Pick 4 for $297

20 IRS/NASBA CPE credits.

"Our best deal is always to become a monthly subscriber."

$52 per month
https://taxpracticepro.com/become-a-subscriber
Sessions in this Series
  • Intro to Transfer Taxes
  • Intro to Trust Taxation
  • A Gift Tax Primer
  • Form 706 and Electing Portability
  • Subchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gains
  • Planning for Special Needs - ABLE Accounts and Special Needs Trusts
  • Form 1041: Line by Line
  • Grantor Trusts
  • Trust Special Cases Up Close: bypass, QTIP and Disclaimer Trusts
  • Reading the Trust Instrument 2024
  • Death and Taxes: Final Personal Returns and Estate Returns with Trust Reporting

Register Here

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