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24WA-0260: Guide to Preparing Form 1041 for Estates and Trusts (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Saturday, April 27, 2024
1:00pm - 5:00pm Central Time
4 CPE (4 technical)  |  4 IRS CE

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Major subjects

  • Current rates and brackets
  • Calculating a trust's AGI
  • 3.8% Medicare surtax on net investment income (NII)
  • Simple vs. complex trusts
  • Grantor Trusts: Four options to report activity

Learning objective(s)

  • Apply the most recent tax rules and guidelines when preparting client estates and trusts returns
  • Identify planning ideas and potential pitfalls

Who should take this program?

Experienced CPAs working with estates and trusts


Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00

More program information

Instructor Douglas Van Der Aa, CPA, JD
Location Online
of study
Financial planning
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. A basic working knowledge of Form 1041 and estates and trusts
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If you have questions about this event, please call us at 952-831-2707.