National Business Institute

Holiday Inn - Eastgate

4501 Eastgate Boulevard

Cincinnati, Ohio  45245

513-752-4400

December 10, 2007

TOPIC:  TAXATION, ACCOUNTING AND FINANCIAL MANAGEMENT OF TRUSTS AND ESTATE.

Tuition:  $359 for the first registrant, $349 for each additional registrant and $339 for new professionals (three or less years of professional work).

 

Presented by:  William E. Hesch

                       Edwin P. Morrow III

                       Karen A. Rolcik

Covered Material:

1. The Laws and rules governing Trustees

2. Managing Trusts and Estates

3. Complying with Grantor Trust Rules

4. Simple Trusts and Estate Taxation

5. Simple Accounting for Complex Trusts and Estates

6. Filing The Decedent's Final Tax Return

 

Registration is from 8:00 - 8:30 a.m.  The program will begin at 8:30a.m. and end at 4:40 p.m.  Complimentary snacks and refreshments are provided.  Lunch is on your own.

 

This is a basic-to-intermediate level seminar and will benefit:

*Accountants and CPAs

*Trust Officers

*Financial Planners

*Attorneys