1041 Return Preparation Webinar - 4 Hours CPE

Regular price $ 159.00

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.


  • 4-hour CPE 1041 Return Preparation Webinar - Broken down into 2 lessons
  • Q & A monitored by our team of tax subject experts 
Conference Schedule:  Click on Step 1 of EACH lesson and register for a webcast time. After you register for each individual lesson, you will receive a confirmation email. Ensure that you schedule both lessons. Please make sure you save the event on your calendar. In addition, you can add your cell number when you register to receive a reminder text before the event.

The schedule restarts every Monday and Wednesday between November 6, 2023 and January 24, 2024. We offer the webcast in Pacific and Eastern time based on the scheduled times listed below.

Monday (Pacific and Eastern time )

Lesson 1 - 8:00 AM - 10:00 AM PT (2 Hours CPE)
Lesson 2 - 10:30 AM - 12:30 PM PT (2 Hours CPE)

Wednesday (Pacific and Eastern time )

Lesson 1 - 8:00 AM - 10:00 AM PT (2 Hours CPE)
Lesson 2 - 10:30 AM - 12:30 PM PT (2 Hours CPE)

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.