On-Demand: Estates & Gifts Certificate Program
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 12 IRS & 12 CTEC credits
Materials
Course Description
The estate and gifts certificate program will take an in-depth look into the issues surrounding estate and gift taxation. Topics will include gift tax, generation transfer skipping tax, estate tax, income tax on estates, and estate planning. The program culminates in a case study walking you through estate tax preparation from date of death to estate termination.
Learning Objectives:
- Prepare estate, gift, and estate income tax returns.
- Assist their clients through the estate planning and administration process.
- Discuss estate and gift tax issues with your clients.
Presenters
Francesco Di Sarro, EA
Francesco delivers estate and trust planning, international and pre-immigration tax planning, as well as compliance services, to high-net-worth individuals, executives, and family offices.
Francesco's more than 15 years of experience includes advising clients on multigenerational tax planning, philanthropic guidance, and wealth preservation strategies.
Read his full bio here!
Francesco delivers estate and trust planning, international and pre-immigration tax planning, as well as compliance services, to high-net-worth individuals, executives, and family offices.
Francesco's more than 15 years of experience includes advising clients on multigenerational tax planning, philanthropic guidance, and wealth preservation strategies.
Read his full bio here!
Donna Byrne, EA
As a law professor, I taught a wide range of tax law courses, as well as estates and trusts and property law. I volunteered as a tax preparer and reviewer with IRS certification at the Advanced level plus Schedule C, Cancellation of Debt, Health Savings Account, and Military certifications. And I prepared tax returns for middle to high income clients of a CPA firm.
Read her full bio here!
As a law professor, I taught a wide range of tax law courses, as well as estates and trusts and property law. I volunteered as a tax preparer and reviewer with IRS certification at the Advanced level plus Schedule C, Cancellation of Debt, Health Savings Account, and Military certifications. And I prepared tax returns for middle to high income clients of a CPA firm.
Read her full bio here!
Laura Moser Bennett, EA
Laura entered the accounting field in 1999. In 2018, she joined Blackman and Sloop as a Senior Tax Associate. Today, she serves the firm as a Senior Tax Manager. In this capacity, Laura specializes in working on tax engagements for estates, trusts, and high net worth individuals.
With more than two decades of experience, Laura is an enormous asset to the firm and her clients. She is a thoughtful, kind, and trustworthy professional who always manages to maintain a positive attitude. Laura considers her clients to be her extended family, and without them, her career simply would not be possible. She attributes her career success to her family, friends, and coworkers, all of whom guided her and helped shape her into the individual that she is today.
Read her full bio here!
Laura entered the accounting field in 1999. In 2018, she joined Blackman and Sloop as a Senior Tax Associate. Today, she serves the firm as a Senior Tax Manager. In this capacity, Laura specializes in working on tax engagements for estates, trusts, and high net worth individuals.
With more than two decades of experience, Laura is an enormous asset to the firm and her clients. She is a thoughtful, kind, and trustworthy professional who always manages to maintain a positive attitude. Laura considers her clients to be her extended family, and without them, her career simply would not be possible. She attributes her career success to her family, friends, and coworkers, all of whom guided her and helped shape her into the individual that she is today.
Read her full bio here!
Leor Hafuta, Tax Attorney, CPA
With a focus on estate planning, trust administration, taxation, and business matters, Leor Hafuta uses his experiences as an attorney, CPA, and LLM in Taxation to provide efficient, high quality and practical legal representation to individuals, families, family offices and closely held businesses. Leor has experience structuring, implementing, and administering plans for high-net-worth and ultra-high-net-worth individuals such as real estate investors, entrepreneurs, successful professionals, and celebrities.
Read his full bio here!
With a focus on estate planning, trust administration, taxation, and business matters, Leor Hafuta uses his experiences as an attorney, CPA, and LLM in Taxation to provide efficient, high quality and practical legal representation to individuals, families, family offices and closely held businesses. Leor has experience structuring, implementing, and administering plans for high-net-worth and ultra-high-net-worth individuals such as real estate investors, entrepreneurs, successful professionals, and celebrities.
Read his full bio here!
Parag Patel, Esq.
Parag P. Patel, ESQ. is a tax attorney with the Patel Law Offices in Clark, New Jersey and Margate, Florida. Mr. Patel’s concentrates in tax, trust and estate planning.
Mr. Patel’s expertise is in all stages of tax controversies including international tax law, foreign bank accounts and disclosures, tax audit defense, and tax appeals.
Read his full bio here!
Parag P. Patel, ESQ. is a tax attorney with the Patel Law Offices in Clark, New Jersey and Margate, Florida. Mr. Patel’s concentrates in tax, trust and estate planning.
Mr. Patel’s expertise is in all stages of tax controversies including international tax law, foreign bank accounts and disclosures, tax audit defense, and tax appeals.
Read his full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours and CTEC Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. If you would like your CE reported to CTEC, email education@naea.org with your CTEC member number.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.