August 5, 2020 12:30pm – 4:00pm Map & Directions 602-252-4144

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (12:30-4)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms.

This course delves into best practices. Given common scenarios, what are the best trusts to use? What language should the trusts include? And how can the client be best protected?

Location

ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time

12:00pm

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Phoenix
Taxation
4

Objectives

  • Advise individual clients on the benefits of using a trust to achieve their personal goals while avoiding taxation.
  • Save clients money in their estate planning.

Course Level

Advanced

Vendor

Surgent McCoy CPE, LLC More With This Vendor

Designed For

Tax practitioners who advise clients on the benefits of establishing a trust.

Prerequisites

A basic understanding of simple trusts.

Event Leaders

Evanich, John L.

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John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP -- the 10th-largest CPA firm in the country. For more than 40 years, Evanich specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. Evanich has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, Evanich is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations and Technical Consultation Services committees. Evanich has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City.


More With Evanich, John L.

Highlights

  • Key concepts of trusts including recent trends, best practices, jurisdiction and ways to avoid pitfalls.
  • Changing a trust.
  • Federal estate tax exemption.
  • Discussion of federal and state estate taxes.
  • The role of family dynamics.
  • Choice of trustee and other fiduciaries - a word on institutional representatives.
  • Pet Trusts - the emerging necessities.
  • State, county and local issues.
  • Portability.
  • QTIP issues.
  • Creditor considerations.
  • Potential IRA problems.

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