Estate & Trust Primer


Explore the changing tax code. Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This webcast helps you understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. With updates from the Tax Cuts and Jobs Act (TCJA), we provide exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You'll also learn how to prepare the federal Form 1041 and the accompanying schedules.


Wednesday, November 6, 2019
Registration Time: 12:00pm
12:00pm – 4:00pm

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Course Type

On-line Live Vendors

CPE Credit

4.00 hours CPE credit

Field of Study


Level of Knowledge


Designed For

 CPAs, enrolled agents and financial planners with basic knowledge of federal income tax concepts and an interest in Income Taxation of Estates and Trusts and preparing Form 1041.



Advanced Preparation



Key topics

 How trusts and estates are taxed under the internal revenue code

 What is a trust, a simple trust and a complex trust

 How the income of a trust or estate is defined for tax purposes

 What the ordinary deductions are and what credits are allowed

 How the deduction for distributions to beneficiaries are determined

 How trust and estate beneficiaries are taxed

 What a "grantor trust" is and how it is taxed

 How Form 1041 is prepared


 Identify the concepts of federal income taxation of estates and trusts.

 Calculate the gross income of trusts and estates.

 Recall which deductions and credits are allowed for estates and trusts.

 Recall distributable net income and understand its significance.


N/A (This is a webcast)
Member Fee $179.00
Non-Member Fee $229.00
Your Price $229.00

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