TaxSpeaker 1041's for Trusts & Estates, Frederick, MD

January 01, 1970

12:00 AM

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Speaker:

Charles Slade CPA TaxSpeaker

EVENT DESCRIPTION

This course is written and taught by practicing attorney/CPA Charlie Slade and national trust and estate tax expert Bill Leonard CPA from the point of view of actual practitioners. Beginning with a discussion of when returns are required, Charlie & Bill guide participants through the 1041 preparation maze while providing hands-on guidance from real, expert practitioners regarding types of trusts, return preparation, compliance, allocations and distributions. Updated for the latest laws in 2018, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.

EVENT OBJECTIVE

Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

EVENT DETAILS

Company:

TaxSpeaker

Number of Hours:

8 (Recommended)

Prerequisite:

Knowledge of Estates and Trusts

Program Level:

Update

Knowledge Level:

Intermediate

Delivery Method:

Group-Live

Number Of Days:

Food Included:

Continental Breakfast, Beverages, Lunch

Seminar Number:

Early Cut Off Date:

01/01/1970

Phone:

Venue:

Accommodations:

Recommended For:

CPA (8), EA (8), CFP (8)

Approved By:

NASBA, IRS, Certified Financial Planning Board