Keyword Search:
OR
Register for an Account
To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.
Forgot Username or Password | Register for an Account
*Premium Courses only included in the Unlimited Plus Package
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.
CPAS and trust and estate practitioners Prerequisite
A foundation in estate and gift tax and a working knowledge of estate and trust income taxation Advance Preparation
None IRS Approved
Yes CFP Approved
No
Subscribe to Surgent CPE emails for course information, promotions and industry insights