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Concurrent Session Onsite and Online

EST2415. Speed Round

Four instructors will provide a quick update on alternate value, Corporate Transparency Act (CTA)/Beneficial Ownership Information (BOI), special purpose trusts, and analyzing a trust.


Learning Objectives:

  • Recognize varying trust structures
  • Identify when alternate value is appropriate
  • Determine applicability of CTA/BOI
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
EST
CFP
EA
Interactive