2019 ILSEA FALL TAX SEMINAR: Trusts & Estates

10/18/2019 07:30 AM - 05:00 PM CST

Description

Join us for the ILSEA Fall Tax Seminar, featuring Christian A Klaas CPA MST,  a Partner at Friedman + Huey Associates LLP

IRS Program Number: UB57Y-T-00137-19-I; 8 hours of CE credit

Friday, October 18, 2019

7:30 am to 8:00 am: Breakfast & Registration

8:00 am to 4:30 pm: Seminar sessions, lunch, and breaks

NEW! Location: TBD Check back or the ILSEA.org site when this information is available.

NEW lower price for members! NAEA members:  $149;  Non-members: $199 (Join NAEA today and get the member rate!)

This seminar offers great value: 

Notebook with all program materials, a continental breakfast, a buffet lunch, break refreshments.  Plus unlimited networking opportunities!

This is a must event for anyone doing trust and estates or wants to learn!  The all-day seminar will first cover the basics of fiduciary taxation distinguishing between the various types of trusts, basic terminology, and income tax concepts.  Midway through we will shift our focus towards various examples of issues in practice – separate share, the tiered distribution system, in-kind distributions, simple trust/partnership issues, AMT, NIIT, new tax law changes.

CANCELLATION POLICY: No refunds will be given for the program registration unless the conference is canceled or rescheduled.  Registration may be transferred to another person up to the morning of the seminar.