Tax Intricacies of Preparing Charitable Remainder Trust Tax Returns
Presented By 5227 Tax System, Inc. and
Temo A. Arjani & Co., LLP
Date: November 10, 2008
Place: The Pasadena Hilton Hotel
150 South Los Robles Ave.
Pasadena, CA 91101
Time: 8:30 a.m. to 5 p.m.
This seminar is planned to provide insight into issues that arise during preparation of tax returns of Charitable Remainder Trusts. It will also cover tax planning, recent rulings, proposed regulations, recent legislation, other tax developments and tax strategies that can benefit donors and are important to both planned giving professionals and tax return preparers.
The new Form 5227 and UBTI rules will be reviewed.
Continuing professional education credit (8 hours for CPA) and Minimum Contining Legal Education (6.75 hours California Bar Assoc.) will be available.
Registration:
Early Bird Registration ($270) ends September 30, 2008. Registration after this date is ($310). Your registration fee will cover a continental breakfast (7:45 a.m. to 8:30 a.m.) and lunch. Parking will be validated. Please fill out a registration form.
If you have any questions, please call us at (800) 592-5227,
