August 14, 2018

8:00 AM - 3:45 PM CDT

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In-Person

Alabama Society of CPAs
1041 Longfield Ct, Montgomery, Montgomery County, Alabama 36117-8056

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8 Total CPE Credits

The Complete Guide to the Preparation of Form 1041

Instructor

Arthur Werner

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since 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).

For the webcast version, click here.

Learning Objectives

* Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041).

Major Topics

How to prepare a Form 1041
Specific issues regarding a decedent's estate
Specific issues regarding a trust
Understanding the basics of Subchapter J of the Internal Revenue Code
How to comply with the "Obamacare" tax compliance issue
Case studies regarding reading an estate document
Understanding of distributable net income (DNI)
Understanding of income in respect of a decedent (IRD)
Line-by-line instruction

CPE Credits Available

Total CPE

8: Taxes

Alabama Society of CPAs

1041 Longfield Ct, Montgomery, Montgomery County, Alabama 36117-8056

Get Directions

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Prerequisites

None

Advanced Preparation