New MACPA.org Launching 4/1! Stay tuned for a brand new online experience.
Event Featured Image

The Complete Guide to the Preparation of Form 1041

Description

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since 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
  • Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041).
Major Topics
  • How to prepare a Form 1041
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Understanding the basics of Subchapter J of the Internal Revenue Code
  • How to comply with the “Obamacare” tax compliance issue
  • Case studies regarding reading an estate document
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, and attorneys
Instructor(s)
Arthur Werner
Prerequisites

None

Advanced Preparation

None

Location
 
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
View in Google Maps
Event Information
When
Jan 21, 2020
8:00 am - 3:30 pm EST
Location
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
8
Format
In-Person

MEMBER

$ (% off)
$320.00

NON-MEMBER

$ (% off)
$420.00
Become A Member

Register for this Event

The Complete Guide to the Preparation of Form 1041

Cancellation & Transfer Policy Complaint Resolution Policy
Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×