AICPA ENGAGE 2018

TAX1833 - Reading a Trust Document for Income Tax Practitioners

Jun 14, 2018 1:15pm ‐ Jun 14, 2018 2:30pm

Standard: $49.00

Description

This session will teach the CPA how to identify the most important parts of the trust document and how to identify the boilerplate. After completing this session the CPA will have a much better understanding of how read and understand the most important parts of a trust document.

The session will:

• Focus on the types of trusts CPAs will most frequently encounter.

• Learn the different types of trusts a CPA will encounter e.g. revocable trusts, marital deduction trusts, spousal lifetime access trusts (SLATs), charitable remainder trusts (CRTs),grantor trusts, grantor retained annuity trusts (GRATs) and more.

• Learn to identify the type of trust and the language which trigger certain tax consequences.

Speaker(s):

  • Jeremiah W. Doyle, LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
Tags: TAX

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
* - Indicates answer is required.
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content