Practical Guidance from Experienced Tax and Legal Professionals
Tax regulations are in constant flux, and it's especially true in 2021. Get the fundamental overview of the current tax issues affecting trusts, estates, and small businesses. Dig into property tax issues, advising family businesses, trust deductions, LLC formation considerations, post-mortem tax issues, and more. Keep your advice up to date - register today!
Get an update on the recent and proposed tax rulemaking, including the SECURE Act, the PPP, and corporate tax changes.
Come away with new tools for helping small businesses with tax hurdles and estate planning.
Explore common trust deductions and learn how to claim them correctly.
Weigh the pros and cons of forming an LLC for your client.
Hear legal ethics advice tailored to the challenges of the practice.
Who Should Attend
This legal course is designed for attorneys. Accountants, fiduciaries, tax professionals, and paralegals will also benefit.
Tax Laws Update and Tax Issues to Consider at Client Intake
When is it Worth it to Create an LLC? Formation and OA Essentials
Advising Small and Family Businesses on Tax and Estate Planning
Property Tax Issues in Estate Planning
Trust Taxation and Trust Structures Used for Tax Planning
Trust Deductions, Elections, Expenses
Tax Elections and Other Post-Mortem Planning
Who Owns the Income at the Death of the Decedent?
Form 1041: Some DNI Case Studies and Sample Calculations
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 tax planning. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Recall two trust deductions. 2. List at least two recent tax changes. 3. Recall at least two reasons to form an LLC.Field(s) of Study -- Regulatory Ethics; Taxes.
DAVID J. DePINTO is managing partner at DePinto Law, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees, and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.
ROBERT B. KEYSER II is the founding member of the estate, tax and business planning boutique firm, Robert B. Keyser II, LLC, based in Colorado Springs, Colorado. He has an office in Denver and is admitted to practice law in Colorado and Texas. He provides counsel in the areas of income, estate and gift tax planning, and business planning to high net-worth individuals and families. Mr. Keyser prepares advanced estate planning documents, such as qualified personal residence trusts, family limited partnerships, life insurance trusts, generation skipping trusts, charitable trusts, private foundations, grantor retained annuity trusts, intentionally defective grantor trusts, and complex wills. He handles various business transactional matters requiring the preparation of agreements for stock redemption, mergers, employment, stock buy-sell, partnership and limited liability company arrangements, non-qualified plans, and trusts. Mr. Keyser taught business law and accounting at the University of Colorado's Colorado Springs campus from 2004 to 2017. He earned his B.A. degree from Colorado University, his J.D. degree from the University of Denver College of Law, and his LL.M. degree in taxation from the University of Denver Graduate Tax Program.
DR. DAVID V.C. LINCICOME is an attorney in private practice in the areas of elder law, trusts and estates, and corporate strategy & management. He has academic and volunteer experience in racial justice, gender justice, and environmental law. He currently teaches business law and ethics at Central Connecticut State University. Dr. Lincicome holds 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 in philosophy from Washington University in St. Louis.
DEBRA L. SCOTT is the sole practitioner with The Scott Practice, LLC, where she represents clients concerning estates and trusts matters and fiduciary disputes. With more than 19 years of experience handling fiduciary matters, Ms. Scott introduced a new nonprofit consulting division to the law firm called SP Consulting. She has a law, public health, and accounting background. Ms. Scott earned her bachelor's degree from the University of California, Riverside, her J.D. degree from Syracuse University College of Law, and her master's degree from Emory University.
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