ATAP Webinar Series

ATAP Webinars Online

Through our strategic educational alliance with Knowledge Bureau, we are happy to continue the ATAP Webinar Series, designed to provide you the most up-to-date Continuing Educational and Professional Development opportunities available.

Current ATAP Webinar

Trust Returns

17 October, 2019 1:00 pm Eastern

Knowledge Bureau, Financial Education

ATAP Members | $79 + tax
Non-Members | $119 + tax | Become an ATAP Member Now »

As a result of strong interest by our members on Trust Returns, our October webinar will be devoted to this topic.

To provide the attendee with detailed information to understand the basics of trusts and estates.  To know what must be filed and to be able to advise your clients on how to distribute trust or estate property and to be aware of the 21-year rule and basic planning around this event.

Why is this of importance right now?

Understanding and assisting clients with their estate plans (use of trust) and to deal with estate on death of family member (estate tax filing).

Main Areas to be addressed:

  • what a trust is?
  • the most common types of trusts
  • how trusts are taxed?
  • the special characteristics of a graduated rate estate

Presented by ATAP in partnership with Knowledge Bureau.The webinar will be 1 hour in duration, and qualifies for both Knowledge Bureau and ATAP CPD Credits.

Purchase Access To This Webinar »

Why Webinars?

Webinar topics focus on both Continuing Education and Professional Development and dig deeper into topics and technical issues of our business than is feasible in a seminar setting.

The Webinar framework allows Members and their staff to take an hour from their day to receive training without taking time away from the office. 

Upcoming Topics

The next ATAP Webinar is scheduled for October 2019 and will cover "T3 Trust Returns".

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