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2023 1041's for Trusts & Estates by Tax Speaker- In Person
Thursday, May 18, 2023, 8:00 AM - 4:00 PM CDT
Category: Seminars


2023 1041's for Trusts & Estates by Tax Speaker IN PERSON


May 18, 2023

8:00 am - 4:00 pm 

Seminar Rates


$250 EARLY- by 5/3/23

$300 LATE

Non Members:

$300 EARLY- by 5/3/23

$350 LATE


Kalahari Resort, Wisconsin Dells

1305 Kalahari Dr
Wisconsin Dells, WI 53965


Rates $139  877-254-5466

Rooms must be reserved by 4/17/2023

Please ask for rooms reserved for WI Association of Accountants


CPE - 8 Credits 

 Click Here To Register 

2023 1041's for Trusts & Estates by Tax Speaker IN PERSON

This year in Wisconsin Dells!

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 Terry Bakker, 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, she 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 2022 and 2023 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.

Click Here To Register 


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