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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
Why Should You Attend?
Grantor trusts and non-grantor trusts are the two main types of funded trusts that hold assets. The type of trust you’re administering determines whether you must file Form 1041 for the trust, or declare all items of income and deductions on the grantor’s Form 1040.
All trusts have a grantor, the person who creates the trust. All trusts also involve trustees, beneficiaries, and remaindermen. The relationship of the grantor to the other individuals involved in the trust determines whether a trust is a grantor trust or a non-grantor trust.
Non-grantor trusts are treated as separate entities (like a C-Corporation). But grantors of grantor trusts maintain significant rights to the trust’s assets and income. Because of that, they’re treated as if they are direct owners of the trust assets (like a sole proprietorship).
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
Speaker Profile:
Steven Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.
Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2020 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021)Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.
We are approved to provide CPE/CE credits to Tax Professionals
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| Date | Conferences | Duration | Price | Buy |
|---|---|---|---|---|
| Dec 22, 2022 | Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return | 240 min | $159 | Buy |
| Dec 15, 2022 | Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return | 240 min | $169 | Buy |
| Nov 17, 2022 | Foundations of Preparing Form 1041 Trust & Estate Income Tax Return | 240 min | $159 | Buy |
| Nov 14, 2022 | Grantor Trusts: Issues, Strategies and Threats And The Decedent’s Final 1040 and Post-Mortem Planning and Elections | 240 min | $159 | Buy |
| Oct 20, 2022 | Grantor Trusts: Issues, Strategies and Threats And The Decedent’s Final 1040 and Post-Mortem Planning and Elections | 240 min | $159 | Buy |
| Aug 16, 2022 | Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return | 240 min | $159 | Buy |
