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Mastering Charitable Remainder Trusts and Form 5227Compliance

 Various
 
2.0
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/10/2025 from 1:00 pm to 2:48 pm
 Tue, 06/17/2025 from 10:00 am to 12:00 pm
 Thu, 06/26/2025 from 3:00 pm to 5:00 pm
 Tue, 07/08/2025 from 1:00 pm to 3:00 pm
 Thu, 07/17/2025 from 10:00 am to 12:00 pm
 Thu, 08/14/2025 from 10:00 am to 12:00 pm
 Tue, 08/26/2025 from 3:00 pm to 5:00 pm
 Tue, 09/09/2025 from 1:00 pm to 3:00 pm
 Wed, 09/17/2025 from 10:00 am to 12:00 pm
 Fri, 10/17/2025 from 10:00 am to 12:00 pm
 Sat, 10/25/2025 from 3:00 pm to 5:00 pm
 Tue, 11/11/2025 from 1:00 pm to 3:00 pm
 Mon, 11/17/2025 from 10:00 am to 12:00 pm
 Wed, 12/17/2025 from 10:00 am to 12:00 pm
Designed For:

CPAs, EAs, attorneys, and financial planners

Prerequisite:

None

Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227.  This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document.

During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation, and the different scenarios in which they are most beneficial.  A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries,
we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Discuss Charitable Remainder Trusts and their practical applications
  • Identify suitable candidates for CRTs and integrate them into effective tax and estate plans
  • List steps involved to complete Form 5227 and ensure compliance with reporting requirements

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.