Estate & Trust Primer – Tax Staff Essentials (4 hours)
Overview
A comprehensive guide to estate planning and the taxation of trusts.
Highlights
Designed For
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.
Notice
“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!
Non-Member Price $269.00
Member Price $225.00