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2021 Tax Speaker 1041's for Estates & Trusts -LIVE WEBINAR
Monday, June 07, 2021, 9:00 AM - 5:00 PM CDT
Category: Seminars


Tax Speaker 1041's for Estates & Trusts-LIVE WEBINAR


June 7th 9am to 5pm

Seminar Rates



Non Members:





You'll participate from your home or office


CPE - 8 Credits Taxation

 Click Here To Register 

Tax Speaker 1041's for Estates and Trusts


This is a LIVE WEBINAR, not an in person seminar.

This course is written and taught by practicing CPA and national trust and estate tax expert Bill Leonard CPA from the point of view of actual practitioners. Beginning with a discussion of when returns are required, we guide participants through the 1041 preparation maze while providing hands-on guidance from real, expert practitioners regarding types of trusts, return preparation, compliance, allocations and distributions. Updated for the newest estate planning rules under President Biden, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.

Learning Objectives: Upon completion of this course you will be able to: 1. Define estate 2. Identify the duties of the fiduciary 3. Identify the characteristics of QSSTs 4. Determine what qualifies as a grantor trust 5. Identify the qualities of estates and trusts 6. Identify the purpose of the probate court 7. Identify the purpose of the Income Distribution Deduction 8. Determine how to compute amortization allowances 9. Define short tax year 10. Determine what qualifies as IRD 11. Identify the options for IRAs inherited by a spouse 12. Define distributions in kind 13. Define discretionary income distributions 14. Define Irrevocable Living Trusts 15. Determine the advantages of Revocable Living Trusts

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Contact: Jolynn McIntosh [email protected] 800-237-4080, 608-325-5250