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17 Jan 2025

Surgent's What CPAs Should Know About Trust Instruments 2025

Virtual Workshop

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A survey course on the intergenerational transfer of property, specifically focusing on what CPAs should know about trust instruments. Topics include legal principles essential for trust and estate practitioners and the language within trust instruments to achieve specific tax outcomes.

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09:00 AM-06:00 PM (expected)
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Estimated Turnout

upto 100
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Based on previous editions

Event Type

Workshop

Editions

Jan 2025 Interested
+6 more editions

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Florida Institute of CPAs USA2052 Total Events • 108 Followers

-75.250973-0.071389

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EditionJan 2025

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