HalfMoon Education Inc. Knowledge Gets You There

Presenter: Steven G. Siegel, J.D., LL.M.

Recording Date:

Recording Location: Waltham, MA

Type: CD/Manual Package

Product Code: 13692

Product Number: 15F MAFFITXW 11 13 CDMN

State-Specific Continuing Education Info:


This audio recording is approximately 7.5 hours in length and is available for $279 (including shipping). Allow five weeks from the seminar date for delivery. Please refer to specific state licensing rules or certification requirements to determine if this learning method is eligible for continuing education credit.

How to Use

HalfMoon will mail you these materials via USPS. Please allow 5 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The CD/Manual package includes an audio recording of a live seminar on CDs, along with a bound copy of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The CDs contain embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.

HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.


This is a two day program. If you do not wish to attend both days use
the following links to register for each individual seminar:
Federal Estate and Gift Tax Workshop, November 12, 2015
Federal Fiduciary Income Tax Workshop, November 13, 2015

Federal Estate and Gift Tax Workshop, November 12, 2015:

Registration:                    8:00 - 8:30 am

Morning Session:             8:30 - 12:15 pm

Lunch (On your own):       12:15 - 1:30 pm

Afternoon Session:           1:30 - 5:00 pm

   Understanding the Federal Gift Tax

   Applying Federal Gift Tax Law

   Valuing Gifts

   Preparing Form 709, Federal Gift Tax Return

   Understanding the Federal Estate Tax

   Completing Form 706, Federal Estate Tax Return

Federal Fiduciary Income Tax Workshop, November 13, 2015:

Registration:                    8:00 - 8:30 am

Morning Session:             8:30 - 11:45 am

Lunch (On your own):       11:45 am - 12:45 pm

Afternoon Session:           12:45 - 5:00 pm

   Understanding Income Taxation of Estates: Basic Concepts and Issues

   Understanding Income Taxation of Trusts: Basic Concepts and Issues

   Handling Key Tax and Accounting Issues of Trusts and Estates

   Identifying Income Reportable by Fiduciaries

   Applying Deductions, Elections, and Credits

   Handling Distributions and Calculating the Alternative Minimum Tax

   Applying the New Medicare Surtax to Trusts and Estates

   Reviewing Sample Completed 1041 Forms and Schedules

For detailed agenda information click the "View Brochure" button on the top right of the page.


Steven G. Siegel, J.D., LL.M.

Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2015 CCH), CPA’s Guide to Financial and Estate Planning (A/CPA 2015), Federal Estate and Gift Tax Workshop (Foxmoor 2015) and Federal Fiduciary Income Taxation (Foxmoor 2015).

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally DefectiveGrantor Trusts; Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, CCH, the National Law Foundation, the American Institute of Certified Public Accountants (AICPA), Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, and many state accounting societies and estateplanning councils, as well as on behalf of private companies.

He is also the author of hundreds of useful practical drafting forms, available for download through www.nlfforms.com.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of theUniversity of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), ajuris doctor degree from Harvard Law School and an LL.M. degree in Taxation from New York University Law School.