1041 Preparation of Estates and Trusts

Description

This program examines the critical issues, rules and special opportunities when preparing your clients Form 1041 U.S. Income Tax Return for Estates and Trusts, with a focus on what is considered taxable income; filing requirements and deadlines; and the impact of the 3.8% Medicare surtax on net investment income. The 10 Principles of Tax Accounting for Trust Income will also be discussed.

This event may be a rebroadcast of a live event, with the instructor available to answer your questions either during or after the event.

Date/Time

Monday, February 11, 2019
Registration Time: 9:30am
9:30am – 11:30am

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Taxation

Level of Knowledge

Intermediate

Designed For

Experienced CPAs who work with estates and trusts.

Vendor

CPA Crossings

Prerequisites

None

Advanced Preparation

None

Highlights

  • 2018 rates and brackets.
  • Calculating a trust's AGI.
  • The 10 Principles of Tax Accounting for Trust Income.
  • Filing requirements, deadlines and penalties.
  • 3.8% Medicare surtax on Net Investment Income (NII).
  • Section 643(g) election.
  • Taxable income of trusts, estate and beneficiaries.
  • Deductions.
  • Distributions.


Objectives

Provide a working knowledge of tax rules and guidelines of estates and trusts.

Discuss planning and potential pitfalls.

Location

N/A (This is a webcast)
Member Fee $79.00
Non-Member Fee $79.00
Your Price $79.00

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