Master Estate & Trust Taxation: Enroll Now to Gain In-Depth Knowledge!
Learning Objectives – By enrolling in this course, students will acquire a fundamental understanding of the process involved in preparing 1041 returns for estates and trusts. The curriculum covers a wide range of topics, including terminology, mandatory filing requirements, filing deadlines, penalties, sections 642(e)(3), 643(g), 645, and 663(b) 65-day rule elections, as well as the treatment of simple, grantor, and complex trusts. Students will also explore the taxation of income, permissible deductions, considerations related to fiscal or calendar years, acquiring an Employer Identification Number (EIN), the Section 1202 exclusion, Form 56 – notice concerning fiduciary relationship, addressing non-resident alien beneficiary issues, handling charitable contributions within trusts, trust accounting principles, the income distribution deduction, dealing with excess deductions upon termination, exemption amounts, and various other relevant aspects of estate and trust taxation.
Includes:
- 4-hour CPE 1041 Return Preparation Webinar - Broken down into 2 lessons
- Q & A monitored by our team of tax subject experts
CPE Hours: Federal Taxation = 4 CPE Credits / Total = 4 CPE Credits
Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs
Field of Study: Federal Taxation
Publication Date: 11/2023
Instructional Delivery Method: Group Internet-Based
Level: Intermediate
Prerequisites: None
Advanced Preparation: No Advanced Preparation Required
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.
CountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.
Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.
