Topics for Taxation of Estates & Trusts Certification

The following tax certification material is what a tax professional should know to be considered well-learned in estate and trusts tax matters. The tax professional who has successfully attained the following knowledge, we believe, will have demonstrated sufficient competence in taxation of estates and trusts.

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In our effort to comply with and support efforts in the improvement of tax professional education and the actual profession, we have created this tax training program for you. In this taxation of estates and trusts course you will learn how income in respect of a decedent is taxed. In addition, you will learn to prepare the decedent's final return. You will also learn about taxation of foreign trusts, simple and complex trusts and charitable lead trusts. Furthermore, you will learn the income tax issues that must be addressed when using revocable trusts as an estate planning vehicle, in addition to the taxation of estates and trusts as S corporation shareholders. 

Upon completion of this taxation of estates and trusts course, we will issue you a frame-able professional certificate of completion. Tax professionals who have studied well and who successfully complete this taxation of estates and trusts course in a diligent manner will be able to prepare tax returns involving estates and trusts with confidence.

   

To Register

List of Topics                                                                                                                                                     Exams are cumulative.  

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    Topic Name                                                  
     
     
CHAPTER 1 Types of Trusts
CHAPTER 2 Decedent's Final Return and Income in Respect of a Decedent
     
CHAPTER 3   Ordinary Trusts; Estates in the Process of Administration
     
CHAPTER 4   Medicare Tax-Section 1411 Imposition of the 3.8% Medicare Tax on Estates and Trusts; and appendix 4A
     
CHAPTER 5   Grantor Trusts
     

Mid-Term

    
     
CHAPTER 6   Foreign Trusts
     
CHAPTER 7   Special Trusts
     
CHAPTER 8   Trusts As S Corporation Shareholders
     
CHAPTER 9   Certain Income Tax Effects of Using Revocable Trusts
     
CHAPTER 10   The Audit Program of the Internal Revenue Service of Fiduciary Income Tax Returns
    Accounting & Business Ethics
     
Final    
     
   

 

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Revised: 04/25/14