The Complete Guide to the Preparation of Form 1041
Description
Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041)
Learning Objectives
To provide an overview and guide to preparing the US Income Tax Return for Estates and Trusts (Form 1041)
Major Topics
How to prepare form 1041
Specific issues regarding a decedent's estate
Specific issues regarding a trust
Understanding of distributable net income (DNI)
Understanding of income in respect of a decedent (IRD)
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
Practitioners
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, bankers
Instructor(s)
Arthur Werner
Prerequisites
None
Advanced Preparation
None
Location
Loyola University Maryland Graduate Center Columbia Campus
