Washington State Paralegal Association

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  • What Trusts and Estates Paralegals Need to Know About Taxes

What Trusts and Estates Paralegals Need to Know About Taxes

  • 10/20/2023
  • 11:00 AM - 12:00 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/What-Trusts-and-Estates-Paralegals-Need-to-Know-About-Taxes/Video-Webinar/97587ER_3978563?st=WA

Program Description

Rules Updates, Filing Tips, and More

This fast-paced course delves into the complex subject of tax in estate planning and paralegals' duties associated with it. From the latest rules updates down to tips for filing returns, expand your expertise - register today!

  • Explore current tax-saving techniques.
  • Learn how to better obtain and analyze documents needed for tax planning and reporting.
  • Determine the correct current value of assets for tax purposes.
  • Get guidance on filing tax returns and communicating with the IRS.

Who Should Attend

This advanced level course will teach attendees how to effectively handle the paralegal duties associated with taxation of trusts and estates. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Federal Tax Laws Governing Trusts and Estates
  2. Current Tax-Saving Techniques
  3. Financial Documents Needed for Tax Planning and Reporting
  4. How Asset Value is Determined
  5. Essential Tax Forms and Schedules
  6. Filing Tax Returns
  7. IRS Guidance and Communications

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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