Gear Up Estates and Trusts ***MEMBERS ONLY***, Gaithersburg, MD
January 01, 1970
12:00 AM
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EVENT DESCRIPTION
Gear-Up’s estates and trusts course has been completely revamped. With the estate tax exemption so high now, there will be fewer Forms 706 filed. However, almost every client in our practice will require a Form 1041 at death. So, this year the emphasis is on that funny little tax return that no one wants to prepare. We will de-mystify Form 1041. Areas covered will be general probate and trust terminology, decedent’s final tax return and fiduciary accounting (principal vs. income). Form 1041 will be addressed in detail including, deductions, rental income, basis and capital gain issues as well income distribution deduction. Also covered will be 645 elections, terminations, and the impact of TCJA.EVENT OBJECTIVE
Coming Soon!EVENT DETAILS
Company:Gear Up
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, Lunch, Beverages
Seminar Number:
Early Cut Off Date:
01/01/1970
Phone:
Venue:
,
Accommodations:
,
Recommended For:
CPA (8), EA (8), CFP (8), Maryland Preparer (8), ASFP (8)
Approved By:
NASBA, IRS, CFP Board, State of Maryland