Introduction to Trusts for Accounting and Finance Professionals
Description
Objective
Explain the basic structure and operation of a trust Identify the key parties involved and their responsibilities Distinguish between major categories of trusts and their planning uses Recognize when tax and accounting rules differ from individual ownership Understand general methods available to adjust irrevocable trusts after creation
Attendee Information
Daniel Johnson
Required Knowledge
None
Event Code:TRU2-2027-01-WEBNR-78-01
Fields of Study:CPE - Taxes
Other fields:
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