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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
Discover the secrets of Charitable Remainder Trusts (CRTs) and navigate the intricacies of Form 5227 compliance with our comprehensive webcast. Delve into the strategic use of CRTs for tax planning purposes and gain practical insights into their application in effective estate plans. Led by Warren, this course offers a deep dive into the fundamentals of CRTs, illustrating their significance and practical benefits. Learn how to identify suitable candidates for CRTs and integrate them seamlessly into tax and estate planning strategies.
Throughout the webcast, Warren will provide expert guidance on completing Form 5227, ensuring compliance with reporting requirements. Gain a thorough understanding of each section of the form, from trust assets and income to distributions and charitable beneficiaries. Stay informed about recent updates and changes to Form 5227, equipped with the knowledge to navigate compliance requirements with confidence. Don't miss this opportunity to master CRTs and Form 5227 compliance, enhancing your expertise and effectiveness in tax and estate planning.
Learning Objectives:
At the end of this course, you will be able to:
Major Topics:
A Live Q&A session will be held after the event.
This course will reflect the most current regulations and guidance. Any updates or changes to relevant laws or requirements will be fully incorporated into the content to ensure accuracy and compliance.
Credits and Other information:
Who Will Benefit:
Coder Archives 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: www.nasbaregistry.org.
Speaker Profile:
Warren M Bergstein, CPA, AEP, More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of taxation and personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of the Financial Planning Association, the New York State Society of CPAs, New York University, and others. In addition, he is an accomplished author, and has regularly contributed to publications like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily.
Credits and Other information:
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
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