Self-Study On-Demand


1 CPE Credit

Surgent's Weekly Expert Hour (Original Air Date: 9/24/20)

Self-Study On-Demand
1 CPE Credit

Learning Objectives

  • Be well informed on current topics impacting taxes, finance, and industry

Major Topics

  • IRS Announcement 2020-12
  • 2020 estate, gift, and GST tax
  • Mechanics and benefits of the gift/sale to grantor trust
  • Partnership reporting for carried interests

CPE Credits Available

1 CPE Credit
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

A general familiarity with the current financial climate

Advanced Preparation

None

Intended Audience

Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Provider

Surgent

Purchase This Course

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  • MSCPA Non-Member

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