September 4, 2024: What is this Trust and What do I Need to Know? (Webinar)

Wednesday, September 4, 2024 (8:30 a.m. – 10:15 a.m.)
2 CPE Credits
Course Fee: $119.00
Location: Zoom Webinar
Course Level: Intermediate
Advanced Preparation: None

With the increased reliance on trusts in estate planning, CPAs are required to understand what type of trusts their clients have created, what the impact is on the clients’ returns and what returns need to be filed for the trusts. Focus will be placed on the Grantor Trust rules and the interplay between the income tax and estate & gift tax consequences of Grantor Trusts.

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(for security you will automatically be e-mailed a one time password in order to access the registration page, this step is easy and automatic when you select the “register with e-mail” option.)

For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

Katz Tax Seminars, LLC 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 Spon-sors. 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:

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