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Income Tax for Estates and Trusts-Form 1041 - 2024 (Live Online Seminar)   New

CATEGORY: Taxation
COURSE ID: ESTGV24, VERSION 1.00
  Live Online Seminar
8 CPE Credits
Level: Basic
There’s a natural reluctance on the part of tax preparers to learn about estates and trusts-this subject seems so esoteric. But consider: if you prepare enough 1040’s, it’s a fact of life that some of your clients will die each year. If their financial situation is sophisticated enough to need you as the tax preparer, they will have an estate or trust. The family will be counting on you to help them through this traumatic time. Don’t wait until this happens for you to learn fiduciary taxation. Now is the time to prepare. This situation can be a problem or an opportunity. Make it an opportunity to add this service to your practice. 

This course addresses the fiduciary income tax return, Form 1041. You will learn basic estate and trust terminology, the probate process, income in respect of a decedent, and the income distribution deduction. We walk through the preparation of Schedule B of the 1041. And trusts…do we cover trusts! You will no longer suffer from the angst that often strikes when working with trusts. We drill down deep to demystify the whole trust concept.

Qualifies for IRS, and CTEC credit.

Prefer face-to-face learning? Join us at the 2024 Royal Flush Conference in Las Vegas from December 2–6, where this seminar will be offered in-person, alongside other critical topics to get you ready for tax season. Earn up to 42 CPE credits, learn in-person from industry professionals, take advantage of vibrant networking opportunities, and enjoy the exciting atmosphere that only Las Vegas can offer. Click here to see the full schedule.

The Gear Up transfer and cancellation policy affords you the flexibility to confidently pursue the education you need. Click here for policy details.
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