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Event Description

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

Learning Objectives:

  • Recognize the main components of the U.S. Income Tax Return for Estates and Trusts (Form 1041).
  • Discuss planning strategies for estates and trusts

HIGHLIGHTS:

  • Aspects of preparing 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

Objectives

* Provide a working knowledge of tax rules and guidelines of estates and trusts. * Discuss planning and potential pitfalls.

Discussion Leader

E. Nichols, CPA