According to a CNBC report from February 2019, we are living through history's greatest transfer of assets from one generation to the next. The older generation often wants to protect and preserve assets for their heirs, so trusts are exploding in popularity. As the client's most trusted advisor, it's important that you have the knowledge and tools to guide your clients in their decision making. Expanding your practice into the area of trust taxation can help you meet your client's needs. This online seminar answers questions like:
Provides up to 8 hours CPE.
Registration Fee: $250
The fee for this seminar includes a printed copy of CCH's Federal Income Taxation of Decedents, Estates and Trusts (a $229 value!). The textbook will be shipped to you in advance of the online sessions.
NASBA Program Level: Overview
CPE Filings Available: Illinois MCLE, IRS
Tom O'Saben, EA, EA, has been an instructor for the Tax School from 2005–2008 and 2011 to present. He joined the Tax School team full-time as Assistant Director, Professional Education and Outreach in 2019. He has presented tax related instruction for various organizations throughout the country since 2003. Tom has been a tax practitioner since 1991. Tom earned his bachelor's degree from Southern Illinois University Edwardsville.
Note: You must register for the seminar sessions as a block, e.g., June 17 & 18 or June 23 & 24. You cannot mix and match dates and times. Transfers between individual sessions are not permitted.
Learning Objectives: By attending this seminar, you will be able to:
Audience: Seasoned tax professionals with limited exposure to trust taxation.
Materials: All attendees of this online seminar will receive a printed copy of CCH's Federal Income Taxation of Decedents, Estates and Trusts (a $229 value) in advance of the online sessions.
Delivery Method: Group Internet-Based
NASBA Program Level: Overview
Field of Study: Taxes (NASBA), Federal Tax (IRS)
Prerequisite(s): Professional experience preparing tax returns
Advanced Preparation: Testing your system (instructions to come)
|CPE credits||Up to 8.0 based on attendance|
|Field of Study (NASBA)||Taxes (8)|
|IRS Category||Federal Tax (8)|
|IL MCLE||Taxation (6.5)|
Please see the CPE FAQ for more information.
The University of Illinois Tax School is a sponsor of CPE for a variety of professional designations such as CPAs, EAs, CFPs®, attorneys, and insurance, etc. Agencies that typically recognize the University of Illinois Tax School as a sponsor of continuing education are:
University of Illinois Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The Tax School has been approved as an IRS Continuing Education Provider. Tax preparers should always look for IRS approved providers when fulfilling their continuing education requirements.
Visit www.irs.gov/taxpros/ce for more information.
Participants are awarded credit based upon actual hours in attendance. Most accrediting groups recognize 1 hour of credit per 50 minutes of instruction. Some CLE groups recognize 1 hour of credit per 60 minutes of instruction.
Certificates of attendance are issued to participants after seminars conclude. In most cases, certificates are emailed after the conclusion of all seminars.
For EAs, Illinois Insurance professionals and CFPs®, the Tax School Office submits participant credit hours directly to the accrediting agencies.
An additional fee is required for processing CPE credits for IL insurance, CFP®, and IL MCLE.
See Frequently Asked Questions about CPE.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Last updated 4/21/2020 6:21:07 AM