Special taxation issues associated with Trusts
• Use of different Trusts to achieve a client’s financial and estate planning goals
• Post-mortem planning opportunities
• Examples of more sophisticated Trust planning
• Review of the current state of possible legislation for Estates and Trusts
PO Box 7469
Clearwater, Florida 33758
Toll Free: (800) 664-8297
fax: (727) 210-6604
email: [email protected]
Basics & Beyond, 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
