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advocacy community education
42
e d u c a t i o n
Ready for busy season?
Here are four classes to help you prepare.
Continuing Professional Education
CS CPA
A Practical Guide to Trusts
January 19
Rocky Hill
This course provides in-depth information to enable the
practitioner to make a well-informed decision as to whether
or not a trust is the appropriate vehicle for a client's finan-
cial, estate, and/or asset protection plan, and, if so, how
the trust can best be implemented and operated.
Participants will learn about the many different types of
trusts that can be harnessed to save clients income,
estate, generation-skipping, and other taxes, at both the
federal and state level.
CPE Credit: 8
Express Code
:
PGT
Instructor: Anthony J. Rocca, J.D.
Standard Fees:
Early Bird Fees
*
$285 Member
$250 Member
$385 Nonmember
$350 Nonmember
*
Early Bird fee good through 1/4/2012.
The Complete Guide to the
Preparation of Form 1041
January 17
Rocky Hill
Tax compliance issues for fiduciary entities are sometimes
confusing to practitioners due to the fact that many lack
experience in this area. This course provides the practition-
er with a practical understanding of the issues involved in
preparing the U.S. Income Tax Return for Estates and
Trusts (Form 1041).
CPE Credit: 8
Express Code
:
1041-B
Instructor: Arthur J. Werner, J.D., M.S.
Standard Fees:
Early Bird Fees
*
$285 Member
$250 Member
$385 Nonmember
$350 Nonmember
*
Early Bird fee good through 1/3/2012.
= eMaterials available.
New!
New!
New!
New!
= New course.
= Recommended for Yellow Book.
= Recommended for CFP credit.