3 Upcoming Educational Events
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Form 1041: Beyond the Basics Webinar ›

May 4
2 CPE Credits  •  $110 Fee
  • Thursday, 5/4/2023, 10:00AM - 12:00PM
Learn the basic concepts related to filing the Form 1041 fiduciary income tax return for trusts and estates.

Overview of SECURE 2.0 Act  ›

Jun 6
2 CPE Credits  •  $110 Fee
  • Tuesday, 6/6/2023, 10:00AM - 12:00PM
This course will focus on the main points of the SECURE 2.0 Act affecting retirement plans for small businesses and taxpayer’s future withdrawal requirements from their retirement plans. It will also provide a history of this legislation, a summary of its main provisions, and planning ideas for clients affected by the Act.

Charitable Planning with Farmland Assets Webinar ›

May 9
1 CPE Credits  •  $0.00 Fee
  • Tuesday, 5/9/2023, 10:00AM - 11:15AM
The University of Illinois Foundation will share ideas about how charitable gift planning fits into the context of effective wealth transfer and retirement planning using instruments such as charitable trusts and gift annuities.