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24WA-4883: The Complete Guide to the Preparation for Form 1041 (Webinar)

Tuesday, August 13, 2024
11:00am - 6:45pm Central Time
8 CPE (8 technical)  |  8 IRS CE

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Alternate dates & more options

  • Thursday, June 20, 2024 - Webinar
  • Saturday, June 29, 2024 - Webinar
  • Saturday, July 6, 2024 - Webinar
  • Tuesday, July 16, 2024 - Webinar
  • Monday, August 26, 2024 - Webinar
  • Thursday, September 12, 2024 - Webinar
  • Monday, September 23, 2024 - Webinar
  • Wednesday, October 9, 2024 - Webinar

Navigate the intricate world of tax compliance for fiduciary entities with confidence through this comprehensive course tailored for financial professionals. Gain practical insights and expertise in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), addressing specific issues surrounding decedents' estates and trusts. Delve into the fundamentals of Subchapter J of the Internal Revenue Code and master the art of compliance while decoding complex tax regulations. With engaging case studies and line-by-line instruction, participants will acquire the skills necessary to recognize and address key components of Form 1041, ensuring accuracy and efficiency in tax preparation. Don't miss this opportunity to enhance your proficiency and advance your career in fiduciary taxation.

  • 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 kori.herrera@acpen.com.

Major subjects

  • Form 1041 Preparation
  • Decedent's Estate Issues
  • Trust-Specific Challenges
  • Subchapter J Fundamentals
  • Compliance Strategies
  • Case Study Analysis

Learning objective(s)

  • Identify the key components of Form 1041 for fiduciary entities
  • Describe specific issues related to decedent's estates and trusts
  • Recognize the fundamentals of Subchapter J of the Internal Revenue Code
  • Discuss strategies to comply with tax compliance issues effectively
  • Interpret distributable net income (DNI) and income in respect of a decedent (IRD)
  • Explain how to prepare a Form 1041 in line-by-line instruction
  • Apply knowledge gained to real-world case studies
  • Analyze estate documents for tax implications
  • Differentiate between various types of trusts for tax purposes
  • Evaluate the impact of tax regulations on fiduciary entities
  • Assess the importance of accurate tax preparation in maintaining compliance
  • Justify the necessity of ongoing professional development in fiduciary taxation

Who should take this program?

CPAs, EAs, and attorneys

Fees

Our records indicate you are a nonmember. If you register, you will be charged $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $225.00
checkmark Standard Nonmember Fee $225.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
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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