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2022 4 Nights of 1041's for Trusts & Estates -LIVE WEBINAR
Monday, August 22, 2022, 5:00 PM to Thursday, August 25, 2022, 7:00 PM CDT
Category: Seminars


Tax Speaker 4 Nights of 1041's for Trusts & Estates-LIVE WEBINAR


August 22nd 5pm to 7pm
August 23rd 5pm to 7pm
August 24th 5pm to 7pm
August 25th 5pm to 7pm

Seminar Rates


$325 Early
$375 After August 9th

Non Members:

$350 Early
$400 After August 9th

Deadline to Register: August 21st



You'll participate from your home or office


CPE - 8 Credits Tax

 Click Here To Register 

Tax Speaker 4 Nights of 1041's for Trusts & Estates Live Webinar

Speaker: Bill Leonard

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

When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2021 and 2022 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.

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