December 16, 2026


Livestream

AND

In-Person

MSCPA Center
306 Southampton Row, Ridgeland, Madison County, Mississippi 39157


4 CPE Credits

Estate & Trust Primer - Tax Staff Essentials

December 16, 2026
In Person + Online
4 CPE Credits

Estate & Trust Primer - Tax Staff Essentials

  • View Bio

    Instructor

    Bill
    Taylor

    View Bio

Learning Objectives

Identify the elements of a trust Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA) Identify tax payment and reporting requirements for estates and trusts Distinguish between simple trusts and complex trusts Recall when a grantor has a reversionary interest Recall how pooled income funds are taxed Recall the filing requirements for estates and trusts

Major Topics

Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning

CPE Credits Available

4 CPE Credits
4
Taxation

MSCPA Center

306 Southampton Row, Ridgeland, Madison County, Mississippi 39157

Get Directions

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Estate Planning
  • Taxation
  • and Trusts

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs Financial Advisers Estate Attorneys

Provider

AICPA (Durham)

Register For This Event

  • MSCPA Member

    $ 165 165
    Join
  • MSCPA Non-Member

    $ 205 205
    Your Price

Please login to register.