November 7, 2023


Live Webcast


8 CPE

The Complete Guide to the Preparation of Form 1041

November 7, 2023
Live Webcast
8 CPE

The Complete Guide to the Preparation of Form 1041

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    Instructor

    Arthur
    Werner

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Learning Objectives

At the end of this course you will be able to:
▪ 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 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 CPE
8
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax
  • Taxation

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and attorneys

Provider

Werner-Rocca

This event has ended.