Currently, we are experiencing an enormous passing of wealth from one generation to another. As the "greatest generation" leaves their wealth to heirs, there are growing concerns by elders that heirs cannot manage assets properly. The use of a trust provides taxpayers with an ability to direct and provide advice about asset use when they are no longer able to do so.
As a tax professional, you will likely be asked to assist clients with issues involving trusts at some point in your career. Perhaps you've already been asked about trust tax returns. Enhancing or expanding your trust taxation area of expertise represents a good opportunity to expand services to clients.
This course provides an effective review of trust terminology and tax preparation, and provides some new ideas for advising clients who have trust taxation issues.
(The date in the dropdown list above can be ignored.)
Self-study courses involve completing a pretest, watching a video, answering quiz questions inserted throughout the video, and successfully passing an exam with a score of 70% or better. Each course includes a set of materials that accompany the course presentation. Each course is reviewed annually to ensure the information is up-to-date with current tax law.
This course offers 2.0 CPE credits and qualifies for IRS credit and IL CPA credit.
This course performs best utilizing a desktop or laptop computer.
Cost: $50.00. To register, add the self-study course to your cart by selecting the date in the dropdown menu in the above box. The course expires 1 year after your purchase. Your exam must be completed within 1 year of your purchase date.
Upon purchase, the transaction receipt that is provided via email will contain instructions to access the course. NOTE: The person purchasing this self-study course must be the same person taking the course and completing the exam.
For questions regarding refunds, registration policies, and resolving concerns, please see our Policies and Procedures page.
Tom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).
Learning Objectives: By taking this self-study course, you will be able to:
CPE Credits (qualifies for IRS): 2.0. Final exam must be passed with a score of 70% or better.
Delivery Method: QAS self-study (online self-study)
Program Level: Overview
Field of Study: Taxes
Prerequisite(s): Professional experience preparing federal tax returns.
Materials: Upon purchase, the transaction receipt that is provided via email will contain instructions to access the course materials.
Advance Preparation: None
Please see the CPE FAQ for more information.
Last updated 4/13/2017 8:29:32 AM