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About the Course
LAUNCHING November 1st!
'Trusts 101 – The Nuts and Bolts' was made for busy learners that want to expand their knowledge, increase their expertise, and learn with like-minded individuals. This course uses science-backed learning techniques and hands-on activities. (And fun and friends - two words that are synonymous with "trust and estate income tax compliance"). While this course doesn't currently offer CPE/CE, it definitely offers a good time.
This course was built to give you that foundational understanding of Trusts and their unique characteristics when it comes to tax compliance. This course will touch briefly on the tax return but will mostly focus on giving yourself a solid start with concepts, best practices, and practical tools.
Here’s what sets this course apart:
Small Group, Big Impact
This is a small group - only 100 folks will be participating. You won't get lost in the crowd - you'll be part of a tiny but engaged and active community-based learning cohort.
Learn on Your Schedule
It's online for your convenience, but its active for your learning. You'll be working on your lessons alone, but you'll be learning with a community. With two 1-hour "Office Hours" to answer your questions, it's the best of both worlds.
Hands-On Application
Warning - homework ahead! The goal is to not just learn, but to master the materials. This course includes practical practice AND practical tools for real life. Plus, we provide a 100% money-back guarantee if it's not your cup of tea.
2 Hours of Video Lessons to guide you through everything you need to get confidently started with trust tax compliance (or remind you of the things you've forgetten).
Content
Two 1-Hour live "Office Hours" sessions for your course material questions. Recorded for busy schedules.
Office Hours
Foundation knowledge level of
Trust Basics, Trust Terminology, Types of Trusts, Reading a Trust Document, Fiduciary Accounting, and more!
Topics Covered
Built on the 'Circle' community platform - online learning doesn't have to feel isolated.
Community
Putting the "fun" in "functional courses provided by an experienced speaker and trust and estate expert".
Expertise + Humor
- Trust Summary Template
- Trust Terminology Glossary
- Frequently Asked Questions
- Trust Resources
Extras
No GenAI was harmed in the creation of this course. While there may be GenAI prompts included, the course is human-made.
Human-Crafted Lessons
Access the course for 12-months after release. Includes access to any course updates in that time.
Long-Term Access
Education over Profit - if this course isn't meeting your needs, no problem. 100% refund guarantee.
Guarantee
What's Included?
Let's Make Trusts Make Sense
Don't know where to start? That's okay! Don't know if you're "doing trusts right"? That's okay! Don't know what you don't know? That's okay! Don't know if this class is for your particular situation? That's okay too!
This class is great for anyone looking to get foundational trust knowledge and skill. You know, the good stuff needed for straightforward trust income tax situations. So, if you're an employee in a firm that wants to know more than "just follow SALY" or a firm owner looking to add trust income tax services, you're in the right spot! Join us and start your journey into the amazing world of fiduciary taxation.