CPA Day(s) of Service: October 25 - November 5 Volunteer

In Person: Estate & Trust

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Tuesday, October 26, 2021 @ 8:30am 12:00pm
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Description

As more clients are using trusts for estate planning and wealth management purposes, it is essential to explore fiduciary income taxation, including the related compliance and planning issues and concerns. This course provides a valuable review of key issues and considerations that arise in connection with the income taxation of trusts and estates to help participants understand the obligations of trusts and estates and how these obligations affect beneficiaries. This CPE course provides practical knowledge and examples related to calculation and allocation of taxable income and its presentation on the appropriate tax forms, an overview of the impact of various election options, and special considerations related to distributions.

Credits

Category Amount
Taxation 4.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Jessica L. Cooley

Jessica Cooley works closely with wealthy families, individuals, and business owners, and has been doing so for over 17 years. Specializing in the areas of succession and tax planning, spanning estate and gift tax consulting, trust administration and planning, and business solutions, Jessica works with clients to maximize the efficiency of multi-generational wealth transfers, business exits, and asset protection.

Carraway Cooley is a new firm with old roots. Founded in 2021 by leaders with decades of experience advising businesses, families, and individuals, we offer expertise and insight in a model unlike the traditional CPA firm. Our clients don’t pay for our professionals’ hours; they invest in solutions, security, and savings.

Mike and Jessica share a vision for working directly with their clients, providing solutions, insights, and real value, not tax forms and invoices for hours incurred.