Study Group: Charitable Remainder Trusts

Dec 10, 2015 02:00pm -
Dec 10, 2015 03:00pm

Event Description



Charitable Remainder Trusts


Presented by: James Lynch, Esq., CPA


Learning Objectives

This Study group will discuss:  

1)  The mechanics of setting up the entity

2)  The estate/gift tax consequences 

3)  income tax consequences 

4)  when to use the entity


About the Presenter

Jim Lynch is the Tax Director at Sobel & Co. who is charged with preparing many of the firm's more complex personal, partnership, and fiduciary returns, as well as most of the firm's estate tax returns.  In addition, he is significantly involved in research and planning, particularly in the partnership and estate areas.


Date & Time                                                                    

Thursday, December 10, 2015                       

2:00 p.m. - 3:00 p.m. EST

This program will be held via webinar and telephone.



NASBA-approved for 1.0 CPE credit in Business Law.  1.0 (M)CLE credit*


Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 



Registration is available at or by phone at 888-ATTY-CPA ext. 2. The dial-in number/passcode and URL link will be sent once registration is received. Materials for the program will be sent via email one day prior to the program


Requests for refunds must be received in writing by December 8, 2015 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.


Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals



AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 



The American Association of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



*(M)CLE varies by state. Though we are accredited for (M)CLE in both TX and PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 


Event Type:Study Group
Category:Study Group
Early registration ends on Jun 16, 2015.
Regular registration starts on Jun 17, 2015 and ends on Dec 10, 2015.
Late registration starts on Dec 11, 2015.
(GMT-05:00) Eastern Time (US & Canada)