Total Credits: 8 including 8 Taxes - Technical
CPAs, although not practicing law, need to understand the basics of estate and trust planning. As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them. The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.
Life Estate Trusts
Effective Grantor Trusts
Revocable Grantor Trusts and Testamentary Trusts
|ACPEN Signature: 2018 Financial Statement Preparation, Compilation, and Review_Q&A (0.01 MB)||Available after Purchase|
|ACPEN_Signature_2019_Estate_Planning_and_Trusts_for_CPAs_Manual (25.2 MB)||156 Pages||Available after Purchase|
|ACPEN Signature: 2019 Estate Planning and Trusts for CPAs_Q&A (18 KB)||Available after Purchase|
|IRS CE Credit Request Form (138.5 KB)||Available after Purchase|
Alan K. Davis, JD, CPA, is a partner in the Dallas law firm of Meadows, Collier, Reed Cousins, Crouch & Ungerman, LLP. He is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow. He maintains his CPA License. He represents clients in all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the Internal Revenue Code for federal estate and gift taxes. His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes. His business planning practice includes counseling clients with respect to establishment, operation and tax reporting requirements of their business transactions. Primary emphasis is placed on the most tax efficient manner of transferring business interests to family members while also providing second (and third) generations with the best chance of family business continuance. Alan also counsels clients in all aspects of their charitable planning and charitable entities as to their formation and operation.
Public Practitioners and Industry CPAs, EAs
Business Professionals' Network, Inc. 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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