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What Tax Preparers Want Estate Planning Attorneys to Know  

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training seminars by NBI Inc. NBI Inc.

What Tax Preparers Want Estate Planning Attorneys to Know seminar agenda print utility

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This basic-to-intermediate level seminar is designed for attorneys. It may also benefit trustees, accountants and CPAs, personal representatives, and paralegals.

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Seminar Summary:

This course offers the latest tax updates and combines the expertise of attorneys and tax professionals to help you work more effectively with your fiduciaries in complying with the law and minimizing tax burdens. (see full course description)

 

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Training Course Syllabus:


Learn From Tax Professionals Themselves and Enhance Your Tax Planning and Reporting Skills

In the turmoil of the recent tax regulation, it's hard to keep clear sight of what all the changes mean to your clients right now and in the foreseeable future. This course offers the latest tax updates and combines the expertise of attorneys and tax professionals to help you work more effectively with your fiduciaries in complying with the law and minimizing tax burdens. Register today!

  • Hear tax preparers explain the reporting end of tax planning and learn to collaborate more effectively.
  • Understand how TRA 2010 affects your practice and advise your clients on recent and coming changes.
  • Explore common attorney-fiduciary miscommunications that lead to flawed returns.
  • Take full advantage of available deductions and accurately reflect them in periodic tax returns.
  • Find out what documents best prove that generation has been skipped in GST tax reporting.
  • Learn what supporting documents tax preparers need for impeccable record-keeping and auditable returns.
  • Avoid tax planning mistakes that can lead to unfavorable tax allocation and/or trigger audits.
  • Walk through key steps of IRS appeals procedure and get tips for resolving tax disputes.


Annual Income Tax Returns
9:00 - 10:15, Howard J. Kass and Tina Myers

  • Current IRS Regulations
  • Deductions and Elections
  • Deducting Estate Administration Expenses
  • Calculating DNI
  • State income tax
  • Reporting Forms and Supporting Documents
  • Common Mistakes

Final Income Tax Return
10:30 - 11:45, Howard J. Kass and Tina Myers

  • Current IRS Regulations
  • Deductions
  • Return Forms and Supporting Documents
  • Common Mistakes

Gift and GST Tax
12:45 - 1:45, Howard J. Kass and Tina Myers

  • Current IRS Regulations What Will 2013 Bring?
  • Planning Gifts
  • Reporting Gifts (Form 709 and Supporting Documents)
  • GST Reporting
  • Adequate Disclosure
  • Common Errors

Legal Ethics
1:45 - 2:45, James S. Aussem

  • Who Is Your Client?
  • Attorney Fees
  • Client Communications
  • Protecting Confidentiality
  • What to Do if You Suspect Financial Misconduct
  • Attorneys Who Serve as Fiduciaries

Federal Estate Tax Return
3:00 - 4:30, Howard J. Kass and Tina Myers

  • Current IRS Regulations: The New Exemption and its Effect on the Practice
  • Forms and Supporting Documents
  • Common Mistakes Attorneys and Tax Preparers Make
  • Taking a Valuation Discount for Closely Held Stock
  • Tips for Avoiding and/or Surviving an IRS Audit
  • IRS Appeals

Seminar Summary:

This course offers the latest tax updates and combines the expertise of attorneys and tax professionals to help you work more effectively with your fiduciaries in complying with the law and minimizing tax burdens. (see full course description)

 

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