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4 Nights of 1041’s for Trusts & Estates

August 22 @ 6:00 pm - August 25 @ 8:00 pm CDT

$325.00 – $375.00

Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2021 and 2022 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday.

During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.

Tickets

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4 Nights of 1041's for Trusts & Estates - Member Registration
$ 325.00
Unlimited
4 Nights of 1041's for Trusts & Estates - Non-Member Registration
$ 375.00
Unlimited

Details

Start:
August 22 @ 6:00 pm CDT
End:
August 25 @ 8:00 pm CDT
Cost:
$325.00 – $375.00
Event Categories:
,

Venue

Zoom
IL United States
View Venue Website

Organizer

IAAI
Phone:
800-222-2270
Email:
illinoisaccountants@gmail.com
View Organizer Website

Speakers

Other

CPE Hours
8 Federal Tax Topics/8.0 CPE Credit
Level
Intermediate
Prerequisites
2-4 years tax preparation experience
IRS Program Number
09TAB-T-00390-22-O
Field of Study
Tax

Commercial Members