ACPEN Signature:  2019 Estate Planning and Trusts for CPAs
Live Webcast

ACPEN Signature: 2019 Estate Planning and Trusts for CPAs


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
Not yet rated
Category:
ACPEN Signature |  Tax
Faculty:
James A. Smith
Course Levels:
Update
Duration:
8 Hours
License:
Access for 40 day(s) after program date.


Description

CPAs, although not practicing law, need to understand the basics of estate and trust planning.  As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them.  The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.

Basic Course Information

Learning Objectives
  • Estate Planning
  • Trusts

Major Subjects

Estate Planning

  • Deceased Spouse Unused Exemption (DSUE)
  • Lifetime Giving - Basis Carryover

Trust Planning

  • QTIP Trusts (Qualified Terminable Interest Property)

Life Estate Trusts

  • Electing Small Business Trust (ESBT)
  • Qualified Subchapter S Trusts (QSST) - Issues related to Foreigners

Effective Grantor Trusts

Revocable Grantor Trusts and Testamentary Trusts

Spendthrift Trust


Course Materials

Faculty

James A. Smith Related seminars and products: 10

CPA, Managing Director

Smith, Jackson, Boyer & Bovard, PLLC


James A. Smith, CPA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas based, full service Certified Public Accounting firm. Mr. Smith began his career with a major international accounting firm where he served in both the audit and tax divisions. Mr. Smith has appeared as a featured commentator on all four Dallas/Ft. Worth network news stations, including three and one-half years as a featured business commentator on KXAS, TV5; on the TSCPA “CPAs on Call” state wide tax television program; and on various radio news programs. He has conducted seminars on tax and financial planning for the Dallas Chapter of the TSCPA and stock brokerage firms and life insurance companies, and on marketing and practice management for the TSCPA, the North Carolina Association of CPAs, the Arkansas Society of CPAs, the Pennsylvania Institute of CPAs, and the American Institute of CPAs. Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, and as a member of its Executive Board and its Board of Directors. He is currently serving a three year term as an elected member of the American Institute of CPAs (AICPA) Council and is an appointed member of the AICPA Accounting and Review Services Committee. In recognition of his service, Mr. Smith has been named by the TSCPA as Outstanding Steering Committee Chairman for the year 1999-2000, Outstanding Committee Chairman for the year 1995-1996, and Outstanding Committee Member for the Year 1992-1993 and 1995-96. The Dallas Chapter of the TSCPA also named him CPA of the Year for 1999-2000. Mr. Smith is a Certified Public Accountant in the state of Texas and is a graduate of Southern Methodist University with a BBA in Accounting and Economics.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Public Practitioners and Industry CPAs, EAs


Original Recording Date 05/08/2019
Yellow Book No
Course Developer Business Professionals' Network, Inc.
Date Added to Catalog 02/11/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method Group Internet Based
Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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