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24WA-0903: The Complete Guide to the Preparation for Form 1041 (Webinar)

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

Saturday, June 1, 2024
9:00am - 2:40pm Central Time
6 CPE (6 technical)  |  6 IRS CE

Alternate dates & more options

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form. The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code. Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

  • 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 leighanne.conroy@acpen.com.

Major subjects

  • How to prepare a Form 1041
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction
  • Specific issues regarding a decedent's estate
  • Specific issues regarding a trust
  • Classification of trust entities
  • Understanding various fiduciary issues
  • Understanding the basics of Subchapter J of the Internal Revenue Code

Learning objective(s)

  • Prepare the U.S. Income Tax Return for Estates and Trusts (Form 1041)
  • List the basic issues of estates and trusts and discuss Subchapter J of the Internal Revenue Code

Who should take this program?

CPAs, EAs, attorneys, and other tax professionals 

Fees

Our records indicate you are a nonmember. If you register, you will be charged $189.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $189.00
checkmark Standard Nonmember Fee $189.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (6.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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