When a Taxpayer Dies, a Legal Entity is Born - Trusts, Estates and Probates
San Diego Chapter In-Person Meeting

NEW MEETING FORMAT AND LOCATION!

Date/Time: NEW FORMAT!

Thursday, June 20, 2024
Registration: 4:00 to 4:30 PM (please do not arrive before 4:00 PM)
Presentation and Diner: 4:30 to 8:30 (Dinner served at 6:00 PM)

NEW Location!:

The Butcher Shop
Hostess will direct you to the meeting space
5255 Kearney Villa Road
San Diego, CA 92123

Topic:

Upon death, the individual's tax life ends and the Estate's tax life begins. From handling the initial phone, to the Trustee/Executor interview, to gathering the essential information, to determining what kind of Trust or Estate filings you will be preparing and income splitting in the year of death.

Presenter(s): 

Helen Welbourn, EA and California Licensed Professional Fiduciary
Helen has been a tax preparer for over 20 years and specializes in trust returns while acting as a professional fiduciary for some clients. She enjoys sharing her knowledge with other tax preparers about the ins and outs of trust tax preparation.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01976-24-I
CTEC: 1000-CE-5422

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

You MUST register by Monday June 17th to be present at this event. Due to venue constraints, Walk-Ins can not be accommodated.

Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.