Self study cpe
What CPAs and Financial Planners Should Know About Trusts and Estates

WHAT CPAS AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES

CPE Processing Fee$15.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits1.5 hours
CE Credits 1.5 hours
Course Id# - HURS9-T-00411-19-S
Subject Area Taxes (Federal Tax)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 04, 2019
Date OfferedNov 04, 2019
Course Description

This course is on the inter-generational transfer of property - focusing on what the CPA should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand to the ability of language in the trust instrument accomplish a certain tax result. Specific topics include:


  • Legal definitions and principals involving estates and trusts

  • Basic principles regarding property ownership

  • Types of trusts commonly used

  • Trust accounting fundamentals

  • Certain clauses that are important to understand

  • Formula valuation clauses

  • Requirements for a trust to be a qualified designated beneficiary of an IRA

  • Using IRD to fund charitable bequests

Learning Objectives

  • Identify key concepts and accounting principles that affect the planning of trusts and estates.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 16:00 minutes
QUESTION 2: 27:00 minutes
QUESTION 3: 42:00 minutes
QUESTION 4: 59:00 minutes
QUESTION 5: 1:18:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.