Preparation of Federal and California income tax returns for trusts, estates, and gifts using tax software and manually. Topics include income tax law, theory, and practice, and preparation of Forms 1041 (Fiduciary), 706 (Estate) and 709 (Gift) and the related California tax forms. This course is part of the Enrolled Agent Exam Preparation Series. Taxation of Trusts, Gifts, and Estates includes topics tested on the Regulation (REG) section of the CPA exam. This course is part of the CPA Exam Preparation Series, which is intended to meet the education requirement to sit for the CPA exam.
- Lecture hours/semester: 32-36
- Homework hours/semester: 64-72
Textbook: View textbook in Bookstore
Instructor:
Lawrence Pon, ponl@smccd.edu
See the CSM Accounting department website for more information about preparing for the CPA exam. http://collegeofsanmateo.edu/accounting/
Fee Description | Type | Amount |
---|---|---|
Book-Inclusive Digital Acc-CSM | Flat Fee | $80 |
Section Information as of Sunday, September 24 2023 - 07:27:44 pm
Course status: Closed
InstructorSection | Meeting Date | Meeting Time | Days | Building | Room | Section | Section Description |
---|---|---|---|---|---|---|---|
YJH - Online
Instructor:
Lawrence Pon
Meeting Date: 06/15-07/13 Meeting Time: 6:00pm-9:50pm Days: T, Th Building: ONLN Room: 0000 |
06/15-07/13 | 6:00pm-9:50pm | T, Th | ONLN | 0000 | YJH | Online |
Critical Dates for this Course | Date |
---|---|
Last day to add class | June 15, 2023 |
Last day to drop with a section refund | June 15, 2023 |
Last day to drop without appearing on transcript | June 19, 2023 |
Last day to withdraw with a W | July 6, 2023 |
Last day to change to Pass/No Pass Grading Option (If applicable to the course) |
July 13, 2023 |