1041 Return Preparation Webinar - 4 Hours CPE

Master Estate & Trust Taxation: Enroll Now to Gain In-Depth Knowledge!

COURSE DESCRIPTION:

This course provides practical guidance for preparing Form 1041 for estates and trusts. Topics include filing requirements, types of trusts, income and deductions, trust accounting, distributions and the income distribution deduction, elections, charitable contributions, beneficiary considerations, termination of estates and trusts, and other reporting and compliance requirements.

LEARNING OBJECTIVES:

After completing this course, participants will be able to:

• Identify Form 1041 filing requirements, deadlines, elections, and other compliance considerations for estates and trusts.
• Differentiate the tax treatment and reporting requirements of simple, complex, and grantor trusts.
• Evaluate the treatment of income, deductions, distributions, and other items affecting the taxation of estates, trusts, and beneficiaries.
• Recognize special reporting considerations involving charitable contributions, nonresident alien beneficiaries, trust termination, and other estate and trust tax issues.

 Includes:   

• 4-hour CPE 1041 Return Preparation Webinar - Broken down into 2 lessons
• Q & A monitored by our team of tax subject experts 

Publication Date: 11/2023

Instructional Delivery Method: Group  

Level: Intermediate

Prerequisites: General knowledge of federal taxation and related tax concepts 

Advanced Preparation: No Advanced Preparation Required

Instructors/Speakers:  Lee Reams Sr., BSME, EA, and Arthur Werner, J.D., M.S.

Course Material:  Before you begin your scheduled lessons, you will want to download the course material within your course learning path.  

Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. 

Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.