0       0

AICPA ENGAGE 2019


EST1913 - CRT Compliance


Jun 11, 2019 11:20am ‐ Jun 11, 2019 12:10pm

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):

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: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
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
token-index
token-content