Fiduciary Income Tax Returns - 1041 Workshop with Filled-In Forms

Monday, June 03, 2024
8:30 AM - 4:00 PM (opens at 8:00 AM) EST
8Credits
Technical Business

Registration is Open

Members
$285.00 Regular Price
Non-Members
$410.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/10416WS
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes

Overview:

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

Objectives:

Understand strategies and techniques to use in light of tax changes

Presenters:

Presenters:

Inibehe U Adesanya

Read more about Inibehe U Adesanya here

Major Topics:

Schedules K-2 and K-3 reporting requirements and transitional filing relief

Major Topics:

Schedules K-2 and K-3 reporting requirements and transitional filing relief

Designed For:

Accounting and Financial Professionals whose practice includes the preparation of fiduciary income tax returns

Prerequisites:

Experience with the preparation of income tax returns