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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Income Taxation of Trusts: Minimizing Your Clients TaxesCOURSE ID: TRUS
DESCRIPTION

Give clients the confidence they need to entrust you with the future of their assets. Learn how to create and administer trusts using fundamental concepts that are essential to understanding trust documents and the preparation of relevant tax returns. This comprehensive course demonstrates critical concepts and provides a foundational understanding of trust documents.

DESIGNED FOR: CPAs and financial planners with basic knowledge of federal income tax conceptsFIELD OF STUDY: TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: AICPACREDITS: 8.0OBJECTIVES:
  • Identify the nature of a trustee's fiduciary duty.
  • Identify the elements of a trust.
  • Recognize different types of trusts.
  • Understand the laws that govern a trust.
  • Understand how modern portfolio theory impacts trust investing.
  • Identify how a trust is created, modified, amended, or terminated.
  • Demonstrate the various uses trusts can serve in an estate plan.
  • Highlight the significance of the Uniform Principal and Income Act.
  • Understand how trusts are taxed.
HIGHLIGHTS:

• Elements of a trust • Investments of a trust • Laws that govern a trust • Creation, termination and modification of trusts • Anatomy of a trust • Uses of a trust in estate planning • Fundamentals of fiduciary accounting • Taxation of trusts • Tax treatment of grantor trusts

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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