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AICPA ENGAGE 2019

EST1913 - CRT Compliance


Jun 11, 2019 10:20am ‐ Jun 11, 2019 11:10am


Standard: $49.00

Description

This session will review key compliance considerations in the formation and administration of charitable remainder trusts. Topics will include suitability, selecting the proper CRT format, administration, and tax return preparation.

Learning Objectives:

  1. Identify which CRT format is most suitable for a client;
  2. Apply compliance considerations to day-to-day CRT administration; and
  3. Explain the key components to properly preparing Form 5227.

Speaker(s):

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