Trust Return Seminar
with Chris Bird, EA, CFP and Linda Wegge EA, ATA, ATP
The seminar will be a comprehensive review of the Trust Tax Return document and its correct preparation. It will include an explanation of the importance of the trust document and understanding of how the trust is set up. The seminar will discuss selecting the proper year end for the trust, the type of trust, and determining the includable income and deductible expenses allowable by the trust. Determining income in respect of a decedent will also be a topic covered in this worthwhile presentation.
Partnership Seminar
with Chris Bird, EA, CFP and Robert Jaminson CPA, PhD
- Treatment of the limited liability company as a partnership
- Partnership income allocations to partners
- Debt sharing and partner basis
- Guaranteed payments and self-employment tax issues
- Nontaxable cash and property distributions
- Complex and taxable distribution rules
- Sale of a partnership interest
- Special basis adjustments
EA Test Preparation Course
with Chris Bird, EA, CFP
This seven day program will help you master tax basics and be equipped to pass the IRS Special Enrollment Exam (SEE) and become an EA. The registration price includes the Fast Forward Academy basic EA Book Bundle.
Attendees will earn up to five hours of Federal Tax continuing education credit for each of Parts 1 and 2, and two credit hours of Ethics for Part 3. 12 CE hours is the maximum amount that can be earned. CE is not available to EAs, or ERPA’s.
