• Thursday, August 01, 2013
  • 8:00 AM
  • Friday, August 02, 2013
  • Sheraton Greensboro at Four Seasons, 3121 High Point Road, Greensboro, NC 27407
  • 0


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Course Description: Day One: Trusts & Estates 1041s-The New Rules. Upon completion of this course, you will be able to apply the latest updates and walk clients through the latest changes to the tax laws; explain the various types of trusts to clients and provide advantages and disadvantages of each; properly handle the accounting for trusts and estates; properly report various types of income on most Form 1041 trust and estate returns; properly include various types of expenses on most Form 1041 trust and estate returns; file various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; utilize techniques to avoid entity level tax; and more. Day Two: 706/709 Estates & Gifts. Upon the completion of this course, the student should be able to list and apply the major changes affecting current year estates and gifts returns.


Charlie Slade CPA, JD, RTRP owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland Attorney since 1976.


Since 1994 Charlie has been very active in his state society and has served as a member of several commit-tees as well as chair of the Education and Professional Studies Committee for five years. For many years, he has been a facilitator at the Society's Solo and Small Firm Conference, a weekend retreat designed to present business and practice management sessions and opportunities to solo and small firm practitioners.


Combining his professions, Charlie specializes in estate planning including the preparation of wills, trusts and estate administration. Charlie's down-to-earth presentations from a hands on practitioner receive outstanding evaluations in every seminar.

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