Federal Fiduciary Income Tax Workshop

    Federal Fiduciary Income Tax Workshop

    WebinarMay 29, 2025|9:00 am - 4:40 pm CDT
    6.5 Credit Hours

    Credits

    Accountants
    8.0 CPE Hours 

    Attorneys
    6.5 60-minute CLE Hours (AZ, CA, CT, NH, PA, TX, VT) 

    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 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 is 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.

    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.

    HalfMoon Education is an approved CLE provider for Vermont attorneys.

    This webinar may qualify for 6.5 CLE credits for attorneys in New Hampshire and other states where CLE providers and courses are not subject to preapproval.

    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. This on-demand course is available for purchase by request only, please contact customer service at 715-835-5900.

    | Christian A. Klaas + 1 Other Speaker

    Speakers

    Christian A. Klaas, CPA, MST

    Partner at Friedman & Huey Associates LLP in Frankfort, IL

    Mr. 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, IL

    Mr. Wirtz is a principal at Friedman & Huey Associates, LLP. He 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.


    $339.00|