Actionable Tax Tips for Estate Planning
Course book included with all formats
Actionable Tax Tips for Estate Planning
Income tax is one of the top priority drivers when it comes to wealth preservation and transfer. Get the fundamental overview of income taxation of trusts and estates and practical guidance on planning tools to control tax burdens. Register today!
This program is geared for attorneys. Accountants, estate planners, trust officers, tax professionals, and paralegals may also benefit.
All times are shown in Eastern time.
including - Ethics: 1.00 Regulatory Ethics: 1.00 Taxes: 6.00
NBI, Inc. 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.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of income taxation in estate planning. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Recall the current Federal GST/estate/gift tax exclusion amount. 2. Explain the difference between taxable and accounting income. 3. Provide at least one example of a trust deduction. 4. Provide at least one example of estate administration expense.Field(s) of Study -- Taxes; Regulatory Ethics.
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU.NBI, Inc. is authorized by IACET to offer 0.60 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)
Upon completion of this course, attendees should be able to: 1. Recall the current Federal GST/estate/gift tax exclusion amount. 2. Explain the difference between taxable and accounting income. 3. Provide at least one example of a trust deduction. 4. Provide at least one example of estate administration expense.
DR. DAVID V.C. LINCICOME is an attorney with David Lincicome Law Office where he practices in the areas of elder law, trusts and estates, and corporate strategy & management. Dr. Lincicome is certified to "train facilitators" in racial justice of the United Church of Christ and has developed university and continuing education curricula on business law and on environmental, racial, and gender law. He currently teaches business law and ethics at Central Connecticut State University. Dr. Lincicome hold a B.A. degree from The John Hopkins University, a J.D. degree from the University of Akron School of Law, and M.A. and Ph.D. degrees from Washington University in St. Louis.
TASO M. MILONAS focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas has been rated highly in numerous peer review publications, including Florida Trend’s Legal Elite, and Florida Super Lawyers. He is a Florida Bar Board Certified Tax Lawyer and has served on the Executive Council of The Florida Bar Tax Section in various leadership roles, including director of the Federal Tax Division and chair of the Estate & Gift Tax Committee. Mr. Milonas received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and J.D. degree from Stetson University College of Law. He has published numerous articles and is a frequent lecturer on estate planning, probate litigation and taxes.
STACEY PRINCE-TROUTMAN is an attorney in the Orlando office of Akerman LLP, and chair of the trusts and estates practice group. Ms. Prince-Troutman works primarily in probate, trusts and estates, and transfer tax controversy matters. She has significant experience in administering estates and trusts; planning for wealth transfer and transfer tax minimization; preparing gift and estate tax returns; drafting sophisticated estate plan documents; drafting documents related to the formation, management and succession of closely held entities; asset protection planning; and forming and obtaining tax exempt status for 501(c)(3) charitable organizations. Ms. Prince-Troutman is a member of The Florida Bar (Florida Probate Rules Committee, Real Property, Probate and Trust Law, and Tax Law Sections. She earned her B.S.A. degree, magna cum laude, from the University of Florida; and her J.D. degree, cum laude, and her LL.M. degree in taxation from the University of Florida Levin College of Law.
STEPHEN W. WIENER is a partner in the law firm of Wiener and Wiener LLP, with offices in Allentown, Pennsylvania and West Palm Beach, Florida. Mr. Wiener practices in the areas of closely-held businesses, estate planning, probate and administration, franchise law and taxation. He earned his B.S. degree from Wharton School, University of Pennsylvania and his J.D. degree from Dickinson School of Law. Mr. Wiener has lectured on estate planning and closely-held businesses for business and professional groups. He is the author of various published articles on estate planning. Mr. Wiener is a member of the Lehigh County, Pennsylvania and American (member, Estate and Gift Tax Committee) bar associations, and The Florida Bar.
PAUL F. WRIGHT is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters as well as estate and business planning. His litigation practice focuses on resolving estate and trust disputes as well as representing closely-held and middle-market businesses. Mr. Wright’s transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning, wealth preservation, post-divorce planning and asset rehabilitation and advising business owners regarding on-going legal matters that affect businesses. Mr. Wright is a licensed attorney and a Certified Public Accountant and is Board Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization. He is a member of the Dallas Bar Association, the American Bar Association, the Texas Society of CPA’s, the National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.
$379 / Each Additional