Log Out

Estate & Trust Primer Simulcast

 Mon, 11/26/2018 from 12:30 pm to 4:00 pm
19 / 3-626W
Hot Event
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$199.00 Regular Registration
Your Price
$249.00 Regular Registration
Designed For:

When you complete this course you will be able to:• Understand the concept of a trust and the various types of trusts• Advise clients on filing requirements for Forms 706 and 709• Identify the elements of an estate and grantor trusts• Minimize transfer taxes by incorporating exemptions and credits•


Basic knowledge of estate and gift taxation

Obtain an understanding of the federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates. Also discuss some basic planning options that help minimize taxes during income accumulation, distribution or the transfer of wealth to intended beneficiaries.

Delivery Method: Group internet-based
CPE Credit: Taxes
Program Level: Update

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.