NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Income Taxation of Trusts: Minimizing Your Clients Taxes

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Online Registration Form

Date: November 30, 2017
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
Give clients the confidence they need to entrust you with the future of their assets. Learn how to create and administer trusts using fundamental concepts that are essential to understanding trust documents and the preparation of relevant tax returns. This comprehensive course demonstrates critical concepts and provides a foundational understanding of trust documents.
Objectives
When you complete this course you will be able to: * Identify the nature of a trustee's fiduciary duty. * Identify the elements of a trust. * Recognize different types of trusts. * Understand the laws that govern a trust. * Understand how modern portfolio theory impacts trust investing. * Identify how a trust is created, modified, amended, or terminated. * Demonstrate the various uses trusts can serve in an estate plan. * Highlight the significance of the Uniform Principal and Income Act. * Understand how trusts are taxed.
Highlights
* Elements of a trust * Investments of a trust * Laws that govern a trust * Creation, termination and modification of trusts * Uses of a trust in estate planning * Fundamentals of fiduciary accounting * Tax treatment of trusts.
Who Should Attend
CPAs and financial planners with basic knowledge of federal income tax concepts.

Course Level Basic
Prerequisites None
Course IDTRUS
Discussion LeaderMichael Blackburn, AICPA
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $260 - Society & AICPA Member
$290 - AICPA or Society Nonmember
$320 - AICPA & Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731