Description
A comprehensive guide to estate planning and the taxation of trusts.
Highlights
Objectives
- Identify the elements of a trust.
- Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).
- Identify tax payment and reporting requirements for estates and trusts.
- Distinguish between simple trusts and complex trusts.
- Recall how pooled income funds are taxed.
- Recall the filing requirements for estates and trusts.
Designed For
Course Pricing
WYOCPA Member Fee
$225.00
Non-Member Fee
$269.00
Your Price
$269.00
Upcoming Courses
-
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
May 5, 2025
-
Managerial Accounting: Your Prescription for Better Decision
May 5, 2025
-
Navigating IRS Correspondence: Responding to IRS Letters
May 5, 2025
View all upcoming courses