Federal Fiduciary Income Tax Workshop
WebinarOctober 28, 2024 | 9:00 am - 4:40 pm CDT6.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 60-minute CLE Hours (AZ, CA, CT, NH VT), 8.0 50-minute CLE Hours (NY, NJ, FL)
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This course offers 8.0 continuing education credit hours for IRS enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g). HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.5 hours toward your annual CLE requirement for the State Bar of Arizona.
HalfMoon Education in an approved MCLE Multiple Activity Provider for California attorneys (No. 8370); this webinar is designed to qualify for 6.5 CLE hours to California attorneys.
This course has been approved by Florida Bar for 8.0 general CLE credits. This approval qualifies the webinar for Alaska and Connecticut attorneys.
This course has been approved by the New Jersey Supreme Court Board on Continuing Legal Education for 8.0 CLE hours.
HalfMoon Education is an approved CLE provider for Vermont attorneys.
This webinar may qualify for 6.5 CLE credits for attorneys in Arizona and New Hampshire, where CLE providers and courses are not subject to preapproval.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 8.0 Areas of Professional Practice CLE hours which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any organizations or licensing boards.
Speakers
Christopher DeFilippis
Director at Citrin Cooperman in New JerseyMr. DeFilippis is a partner with 20 years of tax experience. He specializes in gift, estate, and fiduciary taxation and planning. He brings a unique skill set to all areas of wealth transfer planning and compliance including estate, gift, generation-skipping transfer tax planning, fiduciary income tax, fiduciary accounting, charitable planning, and business succession planning. Prior to joining Citrin Cooperman, Mr. DeFilippis practiced law for some of New Jersey’s top law firms in the areas of estate planning, including drafting and implementing of complex estate planning documents, estate administration, estate and gift tax compliance, probate litigation, and guardianships. His legal experience provides him with a unique and well-rounded perspective in areas of the trust and estate planning and compliance that serves his clients well at Citrin Cooperman. Mr. DeFilippis is admitted to the New Jersey, New York, and Florida bars.
Angela Ferrantelli
Tax Director in Citrin Cooperman’s Trust and Estate Services Practice, White Plains, NYMs. Ferrantelli has a diverse background in public accounting with over ten years dedicated to delivering complex Trust, Estate, Gift and Generation Skipping Transfer Tax planning, administration, and tax services to the clients she serves. As director, She has broad national tax experience. Ms. Ferrantelli has a deep understanding of fiduciary and transfer taxes and employs a collaborative approach with clients and their advisors to ensure client goals are defined, implemented and achieved. Planning areas include multi-generational wealth preservation through transfer tax strategies, charitable giving and succession planning. She also assists individual and corporate trustees with administration services by way of providing fiduciary accounting services and complex tax analyses.
Dulcy Niemela
Director at Citrin Cooperman, National Accounting FirmMs. Niemela has over 30 years of extensive experience in High Net Worth, Tax Planning, and Trust and Estate practices. She graduated with a Bachelor of Business Administrative Accounting from Montana State University of Billings. Prior to joining Citrin Cooperman, she held a significant leadership position as a shareholder with Anderson ZurMuehlen and Company. Her deep knowledge of the High Net Worth, Tax Planning, and Trust and Estate practices field has been instrumental in guiding clients through complex financial decisions, ensuring compliance and optimizing wealth preservation. Ms. Niemela’s holistic approach to trust and estate compliance and planning positions her as a reliable partner for clients seeking expert financial guidance. At Citrin Cooperman, she leverages her expertise to provide strategic financial solutions that drive tangible results. With a track record of transforming financial challenges into opportunities, Ms. Niemela is dedicated to nurturing the financial well-being for individuals and organizations alike.
Heather Oboda
Partner at Citrin Cooperman in White Plains, NYMs. Oboda is a partner with over two decades of experience in public accounting. With a focus in trust and estates, she provides tax, financial, estate, and succession planning. She specializes in coordinating family group returns, including their entities, trusts, and private foundations, in addition to their personal returns. Ms. Oboda clients include trusts and estates, high net worth individuals, closely-held businesses. She is an active member of the firm’s Trusts and Estates Practice. Ms. Oboda has presented at a number of events and has written a number of articles relating to estate planning. She has a well-rounded background due to her experience working at firms that has exposed her to all aspects of engagements, including bookkeeping and attest work (401k and not-for-profit audits). Ms. Oboda has significant tax experience, working with corporate, partnership, S-Corp, trusts, and individual returns, awarding her with an in-depth understanding of the engagement and her client’s transactions.
|6.5
All About Trusts in Colorado
On-DemandSeptember 11, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Credits
CFP Board - Certified Financial Planner Board of Standards
7.0 CE Credits
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 7.2 CPE credits for accountants, 7.0 CLE credits for attorneys and 7.0 CE credit for financial planners in Colorado.
This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of Specialized Knowledge. Knowledge of trusts and estate planning is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The Colorado Board of Accountancy does not pre-approve courses or providers; CPE providers and courses in compliance with the NASBA/AICPA Standards are accepted as meeting CPE requirements.
The Colorado Supreme Court’s Office of Continuing Legal & Judicial Education has approved this webinar for 7.0 general CLE credits. Colorado attorneys and judges must self-report CLE credits earned at this course.
HalfMoon Education is registered as a CE sponsor with the Certified Financial Planner Board of Standards (CFP Board). The CFP Board has approved this course for 7.0 CE hours.
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.
Speakers
Nick Bjorklund
Founder and Managing Attorney of Birch Grove Legal PLLC.Birch Grove Legal PLLC, a legacy planning and administration law firm located in Denver and Castle Rock. Mr. Bjorklund uses a legacy focused planning approach that helps clients ensure they make the impact they want to make on future generations. He also has first hand experience with administering various types of trusts and representing beneficiaries, trustees, and trust protectors in administration disputes.
Aaron Burton
Attorney with Robinson Waters and O’Dorisio, P.C.Mr. Burton focuses his practice on business, tax, and estate planning. Prior to law school, he served in the U.S. Army and National Security Agency as an Arabic linguist and Mission Manager. While attending law school He gained valuable experience at the Denver Probate Court and the Internal Revenue Service. After graduating from the University of Denver with a dual-degree in law and taxation, he clerked for Judge Marcelo Kopcow in Colorado’s Nineteenth Judicial District. In 2018 Mr. Burton entered private practice and began representing individuals and corporate clients with respect to real estate and corporate matters including complex leasing, financing, and purchase and sale transactions. Mr. Burton later joined a boutique law firm where he combined his knowledge of tax law with his corporate and real estate experience to specialize exclusively on trust and estate planning, administration, and litigation, particularly for clients who hold various business and real estate interests. He understands that each client’s needs and objectives are unique. Although he is knowledgeable in sophisticated techniques designed to save transfer taxes, he also understands the value that many clients place on simplicity and clarity. Mr. Burton takes great pride in providing his clients (and their families) with the peace of mind that comes with a thoughtful and efficient estate plan.
Melissa Dougherty Anderson, Esq.
Attorney with Melissa D. Anderson Law, Inc.Ms. Dougherty Anderson is a Colorado native and the owner of her private law practice www.coloradoestateplanner.com. She specializes in Trust and Estate Planning, Probate Administration, and Business Law. She is proud of having the best paralegal and office support staff, as they are all stellar. Ms. Dougherty Anderson is a member of the Colorado Bar Association Trust and Estate Section, serving on the Orange Book of Forms committee. She is on the Board for the Golden Civic Association, currently serving her first term as Vice President. Ms. Dougherty Anderson was an Ambassador for the Golden Chamber of Commerce and Leadership Golden Graduate (class of ’22). She obtained a Bachelor of Science in Telecommunications/ News Broadcasting from the University of Florida & a Juris Doctorate in Law from the University of Denver Sturm College of Law. Ms. Dougherty Anderson is a graduate of the National Judicial College and has a certificate in Administrative Law after her many years of Government service for the Colorado Department of Revenue.
Alex Kirven
GEM Family Law Gebhardt Emerson Moodie Bonanno, LLC.Alex Kirven is Special Counsel with GEM Family Law. He practiced as an associate attorney for four years in the tax and estate planning group at Sherman & Howard in Denver before starting the estate planning practice at GEM Family Law. Mr. Kirven enjoys the challenges of estate planning and creating customized solutions for his clients and their families He grew up in Wyoming and received a master’s degree in Russian and Soviet history before attending law school at the University of Colorado. As a former teacher, Mr. Kirven is always eager to share his expertise with others, whether that be about tax planning or history.
Dylan H. Metzner
Shareholder with Buchalter and Attorney in the Law Firm of Stinson Leonard Street LLP.Mr. Metzner focuses his practice on trust and estate law, wealth transfer planning and business formation and operation. His practice includes preparation of wills, living trusts, irrevocable insurance trusts, gift trusts and a variety of other tax advantageous business entities. In addition, he represents fiduciaries, heirs and beneficiaries in the resolution of probate and trust-related disputes. Mr. Metzner is a member the Colorado, Denver and Arapahoe County bar associations. He earned his J.D. degree from the University of Denver Law School, his M.B.A. degree from the University of Daniels College of Business and will complete his LL.M. degree in Taxation this December from the University of Denver Law School. Mr. Metzner is a frequent presenter on estate planning topics.
|6
All About Trusts in New York
WebinarJuly 16, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 7.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.
This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 7.0 Areas of Professional Practice CLE hours which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.
Speakers
JulieAnn Calareso, Esq.
Of Counsel, Gleason Dunn Walsh & O’Shea, P.C., in Albany, NYMs. Calareso joined Gleason, Dunn, Walsh & O’Shea in May of 2022, bringing her experience in elder law, guardianships, trusts and estate planning and administration, and special needs planning to the firm. She has practiced in these areas of law after graduating from Albany Law School in 2003. Ms. Calareso came to law as her second career, having graduated from Fordham University with an undergraduate degree in communications. After years in television and movie production in Manhattan and Los Angeles, she moved into a field where she could make an impact on peoples’ lives on a daily basis. Her dedication to her practice of law comes from her personal experiences within her family and her fervent belief in the need for planning and for family collaboration across the generations.
Jessica M. Peraza
Attorney with Lippes Mathias LLP in Buffalo, NYMs. Peraza focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.
|6
Federal Fiduciary Income Tax Workshop
WebinarJune 27, 20246.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 60-minute CLE Hours (AZ, CA, CT, IL, PA, VT, TX)
Attorneys
8.0 50-minute CLE Hours (FL)
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advanced preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This course offers 8.0 continuing education credit hours for IRS enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.5 hours toward your annual CLE requirement for the State Bar of Arizona. HalfMoon Education in an approved MCLE Multiple Activity Provider for California attorneys (No. 8370); this webinar is designed to qualify for 6.5 CLE hours to California attorneys. HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613); this webinar offers 6.5 CLE hours to Pennsylvania attorneys. HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306); this webinar offers 6.5 CLE hours to Texas attorneys. This course has been approved by the Florida Bar for 8.0 general CLE credits. This course has been approved for 6.50 MCLE general credit hours by the Illinois MCLE Board. This approval qualifies the webinar for Connecticut attorneys.
This program does not qualify for New York Attorneys.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any organizations or licensing boards.
Speakers
Christian A. Klaas, CPA, MST
Partner at Friedman & Huey Associates LLP – Homewood, ILMr. Klaas is a partner at Friedman & Huey Associates, LLP. He specializes in fiduciary, estate and individual income taxation and working with large family groups. Mr. Klaas taught as an undergraduate/graduate tax instructor at Purdue University Northwest. He received his B.S. degree with concentrations in Accounting and Finance from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He has spoken on various occasions presenting on taxation of decedents, estates and trusts. Mr. Klaas serves as a 1041 subject matter expert for a national tax software development firm, has edited various professional publications and is an active member of the Chicago Estate Planning Council, Illinois CPA Society, and AICPA.
Ryan Wirtz, CPA MST
Principal at Friedman & Huey Associates LLP in Frankfort, ILMr. Wirtz specializes in fiduciary, charitable and individual income taxation and working with large family groups. Mr. Wirtz received his B.S. degree in Accounting from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He also is member of the Illinois CPA Society.
|6.5
Federal Fiduciary Income Tax Workshop
WebinarDecember 19, 20236.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Accountants
6.5 60-minute CLE Hours (AZ, CA, CT, NH, PA, VT) and 8.0 50-minute CLE Hours (NJ, NY)
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This course offers 8.0 continuing education credit hours for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California; this program offers 6.5 CLE hours to California attorneys. Halfmoon Education is a New Jersey CLE Service Provider (No. 164); this webinar offers 8.0 CLE hours to New Jersey attorneys. HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613); this webinar offers 6.5 CLE hours to Pennsylvania attorneys. This approval qualifies the webinar for Connecticut attorneys. This webinar is designed to offer 6.5 CLE credits to attorneys in Arizona and New Hampshire, where CLE providers and courses are not subject to preapproval. HalfMoon Education is an approved CLE provider for Vermont attorneys.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 8.0 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
Refund/cancellation policy: Registrant cancellation two business days or more before the program may be refunded, minus a $39 cancellation fee. Registrant cancellation within two business days of the program may be refunded with a HalfMoon Education voucher to attend a different program at equal or lesser value. In the event of program cancellation, the full tuition will be refunded to registrants.
On-Demand Credits
This course, when taken in the on-demand format, is intended for educational purposes only and is not approved for any continuing education credits.
A certificate of completion will be provided.
Speakers
Tyler DeWitt, JD, CPA, MBA, MS
Founder and Attorney at DeWitt Law, PCMr. DeWitt has extensive experience advocating on behalf of clients, including individuals, small businesses, corporations, and estates. He focuses his practice on matters involving both federal and state tax controversy and litigation. Mr. DeWitt regularly represents clients facing tax-related criminal charges and investigations, IRS collections (garnishments, levies, liens, IRS Revenue Officer enforcement), disputes in U.S. Tax Court, audits, tax debt settlements, international tax issues, back tax return filings, and certain state sales and =use tax issues (both civil and criminal). In addition to his practice, Mr. DeWitt is a prolific speaker and regularly contributes his expertise as both an attorney and certified public accountant. He also serves as an Adjunct Professor of Tax and contributes to continuing education courses for lawyers and accountants. Prior to founding DeWitt Tax Law, he was a principal attorney with a tax controversy law firm; served as a tax analyst for Federal Express, a Fortune 100 company; and as a legal extern for Judge Bernice Donald, Sixth Circuit U.S. Court of Appeals.
When he is not advocating for his clients, Mr. DeWitt enjoys politics, the outdoors, football, basketball, hunting, fishing, and spending time with his family.
Andrew Mullendore, JD, CPA
Attorney at DeWitt Law, PCMr. Mullendore is an attorney who focuses primarily on federal and state taxation, administrative law, and general business matters. He provides exceptional service to clients through meticulous preparation, efficiently managing each engagement, and building a relationship with each client. Prior to attending law school, Mr. Mullendore practiced as a Certified Public Accountant, a license that he continues to maintain. He obtained experience in healthcare finance, government reporting, and federal and state tax preparation. Mr. Mullendore graduated from Vanderbilt University Law School. While attending Vanderbilt, he served as a Managing Editor of the Vanderbilt Journal of Entertainment and Technology Law. Also, he was a proud member of the Federalist Society, Transfer Student Association, and Law and Business Association. When he is not assisting clients, Mr. Mullendore enjoys sports, playing golf, and spending time with his family.
|6.5
Federal Fiduciary Income Tax Workshop
WebinarNovember 8, 20236.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 CLE Hours (IL)
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This webinar is open to the public and offer accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This course offers 8.0 continuing education credit hours for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
This course has been approved by the MCLE Board of the Supreme Court of Illinois for 6.5 general CLE hours.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
Speakers
Christian A. Klaas, CPA, MST
Partner at Friedman & Huey Associates LLP – Homewood, ILMr. Klaas is a partner at Friedman & Huey Associates, LLP. He specializes in fiduciary, estate and individual income taxation and working with large family groups. Mr. Klaas taught as an undergraduate/graduate tax instructor at Purdue University Northwest. He received his B.S. degree with concentrations in Accounting and Finance from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He has spoken on various occasions presenting on taxation of decedents, estates and trusts. Mr. Klaas serves as a 1041 subject matter expert for a national tax software development firm, has edited various professional publications and is an active member of the Chicago Estate Planning Council, Illinois CPA Society, and AICPA.
Ryan Wirtz, CPA MST
Principal at Friedman & Huey Associates LLP in Frankfort, ILMr. Wirtz specializes in fiduciary, charitable and individual income taxation and working with large family groups. Mr. Wirtz received his B.S. degree in Accounting from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He also is member of the Illinois CPA Society.
|6.5
Federal Fiduciary Income Tax Workshop
WebinarOctober 25, 20236.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Attorneys
8.0 CLE Credits
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This in-person seminar and simultaneous live, interactive webinar are open to the public and offer accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advance preparation is recommended. Available delivery methods: Group Live and Group Internet Based. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The Colorado Office of CJLE has accredited this continuing legal education program for 8.0 CLE credits.
This course offers 8.0 continuing education credit hours for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
Attendance will be monitored, and attendance certificates will be available after the course for those who attend the entire course, respond to all interactive prompts (webinar attendees only), and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
Speakers
Dulcy Niemela
Director at Citrin Cooperman, National Accounting FirmMs. Niemela has over 30 years of extensive experience in High Net Worth, Tax Planning, and Trust and Estate practices. She graduated with a Bachelor of Business Administrative Accounting from Montana State University of Billings. Prior to joining Citrin Cooperman, she held a significant leadership position as a shareholder with Anderson ZurMuehlen and Company. Her deep knowledge of the High Net Worth, Tax Planning, and Trust and Estate practices field has been instrumental in guiding clients through complex financial decisions, ensuring compliance and optimizing wealth preservation. Ms. Niemela’s holistic approach to trust and estate compliance and planning positions her as a reliable partner for clients seeking expert financial guidance. At Citrin Cooperman, she leverages her expertise to provide strategic financial solutions that drive tangible results. With a track record of transforming financial challenges into opportunities, Ms. Niemela is dedicated to nurturing the financial well-being for individuals and organizations alike.
Catherine Taylor
Partner with Citrin Cooperman a National Accounting firmMs. Taylor resides in Colorado and is an attorney whose practice is
focused in the areas of gift, estate, and fiduciary taxation and planning.
After working many years with top New York law firms, she has
brought a deep understanding of estate planning and estate and trust
administration to Citrin Cooperman, where she is now a key member
of the firm’s Trusts and Estates Practice and a member of the group’s
Advisory Board. Ms. Taylor serves as an advisor to members of the
Private Clients Practice, working closely with them, their clients, and
their clients’ attorneys and financial planners to develop strategies
for intergenerational wealth preservation, business succession, tax
mitigation, and planning for the domestic and multinational individual
and their families. She and her team provide fiduciary income tax and
estate and trust administration services, including fiduciary accounting, to
individual and corporate fiduciaries, as well as preparing estate and gift
tax returns.
|6.5
