Spidell’s 2024 Trust Webinar Series
Build your trust business
Spidell is offering 8 webinars to help you understand and prepare trust returns. Order all 8 webinars (17 hours of CPE) for $525, or pick individual courses at regular price. Start or increase your trust preparation business. It’s one of the most lucrative areas of tax practice. Check out our offerings.
| Session title (Click on title for more information or to order this course individually) |
Course topics | Regular price | Price for all courses — $525 |
|---|---|---|---|
| Overview of Trusts Available now 4 hours of CPE Course level: Basic |
This course delves into the critical role of trusts, covering various types such as A–B, charitable, and special needs trusts, and their tax implications, including California-specific requirements. You’ll also explore the use of trusts under new RMD rules for IRA beneficiaries, probate procedures, and scenarios where probate might be beneficial, equipping you to address your clients’ questions confidently. Presented by: Renée Rodda, J.D. |
$149 | Included in bundle |
| 20 More Estate and Trust Questions Available now 2 hours of CPE Course level: Intermediate |
Claudia continues her popular series by addressing practitioner-submitted questions on estate tax issues, focusing on various revocable, defective, and irrevocable trusts. You’ll explore key topics such as filing requirements for grantor trusts, deductible tax preparation fees on estate 1041s, and the impact of divorce on irrevocable trust. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
| Income Distribution Deduction Available now 2 hours of CPE Course level: Intermediate |
Learn to differentiate between simple and complex trusts while diving into the intricacies of distributable net income and fiduciary accounting income. You’ll learn to calculate fiduciary accounting income, understand the impact of tax-exempt income on fiduciary returns, and identify the consequences for fiduciaries who fail to take required distributions from a trust. Presented by: Brian Eisenmenger, CPA, MST |
$119 | Included in bundle |
| 20 Questions: Form 706 U.S. Estate Tax Return Available now 2 hours of CPE Course level: Intermediate |
Understand the potential impact of the expiring estate tax exemption in 2025, which could dramatically reduce the amount exempt from estate taxes. You’ll learn about filing requirements, the QTIP election, differences in Form 706 filings for portability, and other essential strategies to help your clients avoid or reduce estate taxes before the exemption decreases. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
| Asset Protection Available now 1 hour of CPE Course level: Intermediate |
This course teaches you how to apply “game theory” in negotiations with plaintiffs and creditors, emphasizing that it’s never too late to implement asset protection strategies. You’ll explore how to safeguard assets from personal guarantees and business lawsuits using common domestic and offshore structures, even in today’s age of transparency. Presented by: Jacob Stein, Esq. |
$64 | Included in bundle |
| Advanced Planning with Trusts Available now 2 hours of CPE Course level: Intermediate |
Explore creative planning strategies with irrevocable trusts, including amendments, terminations, and the use of a trust protector to maintain control. You’ll gain insights into tax planning for trusts, asset protection from creditors, and working with various trusts such as INGs, IDGTs, DAPTs, trigger trusts, and foreign trusts. Presented by: Jacob Stein, Esq. |
$119 | Included in bundle |
| Final 1040… and What Comes Next Available now 2 hour of CPE Course level: Intermediate |
This course examines the unique issues involved in filing the final 1040, using it as a gateway to postmortem estate planning and other necessary returns due to the taxpayer’s death. You’ll learn about filing status decisions, allowable income and deductions, potential benefits from unused carryovers, and additional returns required after the final 1040. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
| Form 709 Gift Tax Return Preparation Available now 2 hours of CPE Course level: Intermediate |
Help guide your clients maximize gifting opportunities before the generous exclusion amount expires in 2025. You’ll understand how the lifetime gift exclusion works, when to file Form 709, necessary attachments, and which gifts don’t require filing the form. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
|
Value: |
You pay: $525 Add to cart |
CPE Information
Spidell’s 2024 Trust Webinar Series is eligible for 17 hours of Tax for CPAs, 17 hours of Federal Tax for EAs, 17 hours of Federal Tax for CRTPs (CTECs), and 13 hours of General MCLE/Tax Specialization for Attorneys.
Attention CFP® professionals: CFP® professionals are only eligible to receive CE credit for the live webinar versions of these courses. No CE credit will be awarded for the on-demand webinars.
Course prerequisites
There are no prerequisites or advance preparation required for “Overview of Trusts”.
General knowledge of estates and trusts is required for “20 More Estate and Trust Questions”, “Income Distribution Deduction”, “20 Questions: Form 706 U.S. Estate Tax Return”, “Asset Protection”, “Advanced Planning with Trusts”, and “Final 1040… and What Comes Next”.
General knowledge of estate planning and asset protection is required for “Form 709 Gift Tax Return Preparation”.
You must have computer speakers to listen to this webinar.
CFP® professionals do not receive credit for the on-demand webinar version of these courses.
Prefer to order via phone?
Give us a call at (800) 277-2257 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.
Purchase individual courses
Click below to purchase courses individually at regular price:
Webinar features:
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
Everything you need to know about Spidell webinars
Take advantage of the convenience of Spidell webinars and get the most practical tax CPE without leaving your office.
These webinars are designed to meet the requirements for the specified number of hours of continuing education. These webinars have been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 800-277-2257. Spidell Publishing, LLC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. These webinars are designed to meet the requirements for the specified number of hours of continuing education for the California Board of Accountancy. Levels: Basic and Intermediate. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. There are no prerequisites or advance preparation required for “Overview of Trusts”. General knowledge of estates and trusts is required for “20 More Estate and Trust Questions”, “Income Distribution Deduction”, “20 Questions: Form 706 U.S. Estate Tax Return”, “Asset Protection”, “Advanced Planning with Trusts”, and “Final 1040… and What Comes Next”. General knowledge of estate planning and asset protection is required for “Form 709 Gift Tax Return Preparation”.
