OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: October 25, 2018

Time: 08:00 am - 04:30 pm

Cost: $190.00 to $260.00

Event Category: Taxes

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Holiday Inn - Portland South; 25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Phone:: 503-682-2211
Website:: Visit Venue Website

Speaker

Charlie Slade, CPA, JD, RTRP

Charlie Slade JD, CPA owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland Attorney since 1976. Since 1994 Charlie has been very active in his state society and has served as a member of several committees as well as chair of the Education and Professional Studies Committee for five years. For many years, he has been a facilitator at the Society's Solo and Small Firm Conference, a weekend retreat designed to present business and practice management sessions and opportunities to solo and small firm practitioners. Combining his professions, Charlie specializes in estate planning including the preparation of wills, trusts and estate administration. Charlie's down-to-earth presentations from a hands on practitioner receive outstanding evaluations in every seminar.

Event Description

This course is written and taught by practicing attorney/CPA Charlie Slade and national trust and estate tax expert Bill Leonard CPA from the point of view of actual practitioners. Beginning with a discussion of when returns are required, Charlie guides participants through the 1041 preparation maze while providing hands-on guidance from a real, expert practitioner regarding types of trusts, return preparation, compliance, allocations and distributions. Updated for the latest laws in 2018, the course also discusses administration and accounting in 1041's and practical planning advice throughout the day.

Additional Information

Course Objective

Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes