August 14, 2018


In-Person

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


8 Total CPE Credits

product-artwork-659284

The Complete Guide to the Preparation of Form 1041

  • Instructor

    Arthur Werner

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

8
Total CPE
8
Taxes

Alabama Society of CPAs

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

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and attorneys

Provider

WERNER, ROCCA

This event has ended.