Trusts & Estates Series

Join us for our 2023 Trust Me and Estates monthly webinar series.

The schedule of webinars are as follows:

Tuesday, May 2nd
1:00pm – “Intro to Transfer Taxes and Terminology” (1 IRS/NASBA CPE Credit)
Donna Byrne, EA, Esq

Thursday, May 4th
1:00pm - "A Gift Tax Primer: Getting Your Values Together" (2 IRS/NASBA CPE Credits) Donna Byrne, EA, Esq
3:00pm - "Taxes Out: Skip the Kids - GST Overview" (1 IRS/NASBA CPE Credits) Donna Byrne, EA, Esq

Wednesday, May 10th
1:00pm - "A Matter of Succession: Introduction to Trusts (1 IRS/NASBA CPE Credits) Donna Byrne, EA, Esq
2:00pm - "Can't Make a Succession without Breaking a Few Codes: Subchapter J Part 1 & Part 2" (2 IRS/NASBA CPE) Donna Byrne, EA, Esq

Thursday, May 11th
1:00pm - "Grantor Trusts: Up Close and Personal" (1 IRS /NASBA CPE Credits) Donna Byrne, EA, Esq
2:00pm - Simple v Complex Trusts, DNI and Treatment of Capital Gains (1 IRS/NASBA CPE Credit)

Tuesday, May 16th
1:00pm - "Trust Accounting" (2 IRS/NASBA CPE Credits) Kevin Huston, EA

Tuesday, May 23rd
1:00pm - "Unique Tax Issues for Trusts " (2 IRS/NASBA CPE) Ruth Mattson, EA

Tuesday, May 23rd
3:00pm - "Charitable Remainder Unitrust (CRUT)"
(1 IRS/NASBA CPE) Ruth Mattson, EA

Wednesday, May 24th
1:00pm - "The Lifecycle of a Trust" (3 IRS /NASBA CPE Credits) Kevin Huston, EA

Thursday, May 25th
1:00pm - "Finding and Fixing Foreign Issues in your Domestic Trust" (2 IRS/NASBA CPE Credits) Ruth Mattson, EA

Tuesday, May 30th
1:00pm - "A Descending List: The Final Returns" (2 IRS/NASBA CPE) Donna Byrne, EA, Esq



Full Series Pricing $697
Half Series (5 webinars) $347
Pick 4 for $297

20 IRS/NASBA CPE credits.

"Our best deal is always to become a monthly subscriber."

$47 per month
https://hi.switchy.io/CPG8