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Centennial 2010
  • Location:
 

RIP - ESTATE AND TESTAMENTARY TRUST RETURNS


Level: Intermediate
Competency: Taxation
Seminar Code: 01578
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"


Register before Jan 11, 2018 and pay the early fee!
Date: Thursday, Jan 25, 2018
Time: 8:30 AM-4:00 PM
Location: Days Inn & Suites West Edmonton
10010 - 179 A Street
Edmonton, Alberta
Meeting Room: Linden
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: This seminar provides a review of the issues faced when preparing trust filings for deceased taxpayers. The focus is return preparation and related planning, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, and reviewing and understanding CRA assessing practices. While the seminar will touch on some estate planning issues, these will generally focus on matters which can be addressed in the course of preparing these returns.

The seminar is divided between a review of technical tax issues related to such returns, and a series of practice case studies to illustrate the concepts and allow participants to apply their knowledge to practical filing situations commonly encountered in practice.
Seminar Outline:
  • Engagement management
  • Tax compliance in respect of the establishment of a testamentary trust
  • Identification of issues regarding the implications of the death of a taxpayer
  • Compliance related to the graduate rate estate of the deceased
  • Compliance matters with respect to distributions from the estate and the establishment of post-distribution testamentary trusts
  • Issue identification with respect to life-interest trusts and the compliance matters relating thereto
  • Estate accounting
  • Identification of GST/HST matters
  • The practical application of the above through the preparation and discussion of case studies
Pre-requisite:
Who Will Benefit: Practitioners who wish to expand their personal tax skills to encompass preparing estate and testamentary trust income tax returns.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Calgary Jan 30, 2018 08:30 am-04:00 pm BIASINI, Gary
View Details
Mar 31, 2018 08:30 am-04:30 pm
View Details
Calgary Jan 29, 2019 08:30 am-04:00 pm BIASINI, Gary
View Details
Edmonton Feb 08, 2019 08:30 am-04:00 pm BIASINI, Gary
View Details
Can't make it to this session? See the other offerings of this seminar.

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