With Cynthia Goldman
When: December 15, 5PM-7PM
Where: Via Zoom
You know your long time client well and understand their tax return, but upon death, some parts of the return will be different. This class will discuss those differences, how to allocate nominee income, income in respect of a decent, form 1310, revocable trusts in year of grantors death, and more.
Attendees will receive 2 IRS CE credits for attending this course. You will be required to answer poll questions in order to receive credit. If you do not answer the sufficient amount of questions, you will NOT receive credit.
*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 12/01/2022. This course is non-refundable and will not be recorded. Please plan accordingly.*
*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*
About Our Speaker
Cynthia Goldman received her BS from Northeastern University in 1985 and her MS in taxation from Bentley in 1993. She has been an enrolled agent since 1993. She is the owner of Goldman Tax Services when she focuses mostly on trusts, estates, and individual income taxation. Cindy is an MaSEA member and the Sunshine Committee chair.
