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PRODID://NDCP//417532
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DTSTAMP:20260506T052916
VTIMEZONE:America/Chicago
DTSTART:20260116T150000Z
DTEND:20260116T170000Z
UID:417532
SUMMARY:Surgent's What CPAs Should Know About Trust Instruments (TRIT)
LOCATION:Webinar
DESCRIPTION:Surgent's What CPAs Should Know About Trust Instruments (TRIT)\n\n01/16/26 09:00 AM CST\n - 01/16/26 11:00 AM CST\Description:\nThis is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. 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 to accomplish a certain tax result.Objectives:
 Understand the fundamental legal principles of trust instruments
 Utilize trust instruments to accomplish certain tax results
 Presenters:Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMAField of Study:Taxes (2)Major Topics:
 Legal definitions & principals involving estates & 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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's What CPAs Should Know About Trust Instruments (TRIT)<br /><br />01/16/26 09:00 AM CST - 01/16/26 11:00 AM CST<br />Description:<br />This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. 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 to accomplish a certain tax result.<br><br><b>Objectives:</b><br><ul>
    <li>Understand the fundamental legal principles of trust instruments</li>
    <li>Utilize trust instruments to accomplish certain tax results</li>
</ul><br><b>Presenters:</b><br>Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Legal definitions &amp; principals involving estates &amp; trusts</li>
    <li>Basic principles regarding property ownership</li>
    <li>Types of trusts commonly used</li>
    <li>Trust accounting fundamentals</li>
    <li>Certain clauses that are important to understand</li>
    <li>Formula valuation clauses</li>
    <li>Requirements for a trust to be a qualified designated beneficiary of an IRA</li>
    <li>Using IRD to fund charitable bequests</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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