|Full time Accounting Educator:||-160.00|
Clients think that estate planning applies only to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to potential estate tax repeal, and the implications for planning.
NOTE: This course qualifies for PTIN credit. In order to receive PTIN credit, please note your PTIN number on the attendance record at the end of the course. Surgent will report credit at the end of each quarter.
If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email firstname.lastname@example.org
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Scott Emerson, Enrolled Agent, was a revenue agent for Internal Revenue Service for 27-½ years. He has instructed both continuing professional education seminars and continuing legal education seminars for agents and attorneys with the IRS. He also has taught numerous IRS tax courses throughout his career. He incorporates real-life examples and historical perspective to interpret tax concepts.
Prior to his retirement, Scott was the Trust Technical Advisor with the IRS for the last nine years. He has extensive experience with the interrelationships between trusts and related returns. He has been recognized as a trust expert in several district courts for both domestic and foreign trusts. He has been confirmed as a trust expert in two U.S. appeals court’s decisions. His background also includes working with Department of Justice and U.S. Attorney Offices throughout the country.
Mr. Emerson is a graduate of Miami (Ohio) University, with a degree in accountancy. Rev. 11/2012