Trust Account Management
Jesse Mackey, CEO/CIO, 4Thought Financial Group
Date: Wednesday, September 27, 2023
Time: 1:30pm - 3:30pm
Location: Zoom Webinar
2 CPE Special Knowledge
Course Overview: This program will explain practical applications and rules using trusts, including fiduciary responsibilities, prudent person rule and withdrawal limitations. Taxation of different trust types will be covered along with managing for tax efficiency covering such topics as tax transitioning, turnover minimization, tax location and tax loss harvesting.
Cost: NCCPAP Members $50 / Non-Members $65
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation: None Type of Delivery: Group Internet Based
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
New Jersey License Number: CE0046700
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or e-mail firstname.lastname@example.org.