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A Practical Guide to Trusts

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/17/2025 from 10:00 am to 6:00 pm
 Tue, 06/17/2025 from 11:00 am to 6:47 pm
 Mon, 06/30/2025 from 9:00 am to 4:47 pm
 Thu, 07/17/2025 from 10:00 am to 6:00 pm
 Thu, 07/31/2025 from 12:00 pm to 8:00 pm
 Fri, 08/08/2025 from 10:00 am to 6:00 pm
 Thu, 08/28/2025 from 12:00 pm to 8:00 pm
 Wed, 09/17/2025 from 10:00 am to 6:00 pm
 Tue, 09/30/2025 from 12:00 pm to 8:00 pm
 Fri, 10/17/2025 from 10:00 am to 6:00 pm
 Thu, 10/30/2025 from 12:00 pm to 8:00 pm
 Mon, 11/17/2025 from 10:00 am to 6:00 pm
 Wed, 12/17/2025 from 10:00 am to 6:00 pm
Designed For:

CPAs, EAs, attorneys, bankers, and financial planners

Prerequisite:

None

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.

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

  • Choose a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan

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.