For Accountants, Attorneys, and Trust Officers

TULSA:

July 10, 2008, 8:30 a.m. - 4:30 p.m.

OKLAHOMA CITY:

July 23, 2008, 8:30 a.m. - 4:30 p.m.

Flier
Register Now

Seminar Instructor:

Patrick B. Dorr, PhD, CPA, OSU Haskell Cudd Professor of Accounting, has been professionally involved in the instruction of estate, gift, GST, and trust taxation for over 30 years. He is the author of articles published in The Journal of Taxation, The Tax Adviser, Estate Planning, TAXES, The CPA Journal, The Journal of Information Systems, and other journals.

Dr. Dorr is currently involved in research concerning problems with fiduciary income taxation. He has presented seminars for local, regional, and national public accounting firms and has been a speaker for the Oklahoma Tax Conference, the Tulsa Estate Planning Forum, and other conferences. Dr. Dorr recently received the Best Reviewer Award from the Journal of Information Systems.

SEMINAR TOPICS:

• Trusts and Estates as taxable entities
• Determination of Trust/Estate taxable income
• AMT and Passive Activity Loss rules
• Taxation of benificiaries
• Illistrated Form 1041 problem
• Grantor Trust Rules
• Impact of the 1997 Uniform Principal and Income Act and new federal regulations
• Tax planning with Trusts in a period of Estate Tax uncertainty

For more information: please contact the Center for Executive and Professional Development at 405-744-5208 (Stillwater) or toll-free 1-866-678-3933. You may also e-mail the office at cepd@okstate.edu.

Seminar Fee:

$225 per person; $215 per person for two or more persons enrolled at the same time from the same firm or for any individual enrolling in two seminars at the same time. This fee includes all instructional materials and refreshment breaks. For information regarding OSU’s refund and program cancellation policies or for any other concerns, please contact the Center for Executive and Professional Development at 405-744-5208 (Stillwater) or toll-free 1-866-678-3933.

To Register:

Click here to complete the online registration form, or print out the flier and complete the registration form and fax the completed form to 405-744-6143. The form may also be mailed to the Center for Executive and Professional Development, 215 Business Building, Oklahoma State University, Stillwater, Oklahoma 74078-4011.

Each course Qualifies Participants for Eight Hours of CPE or CLE Credit.

Center for Executive and Professional Development, Oklahoma State University, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700; Nashville, TN, 37219-2417. Web site: www.nasba.org