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Course Detail

Estates & Trusts - Part 2 of 2 (Taming Form 1041)   New

CATEGORY: Taxation
COURSE ID: EST1GVCB20, VERSION 1.00
  Live Online Seminar
4 CPE Credits
Level: Basic

Take as an individual course or as a custom series - This course is part of a traditional 8-hour seminar. This year you can take 2 courses in the series to attend the entire seminar or pick only the most relevant topics to you. You can purchase all courses individually or purchase one of the Gear Up Online Conference Passes, where you purchase the level of access and hours you need and build a completely custom schedule.

Sessions Description - This course will address the 1041 head-on. What deductions are still allowed on the fiduciary income tax return after TCJA? The mysteries of “income in respect of a decedent” are plumbed. Particular attention is focused on the income distribution deduction as Form 1041 is the only place in the world of tax where this item is found. This course includes a walk through completion of Schedule B. Also, in this section we address specialized topics such as Tier 1 and 2 distributions, the separate share rule, stale trusts, terminations and special needs trusts. Lastly, the course includes trouble-shooting fiduciary problems-what to do when things go wrong.

Gear Up Online Conference Information - We're excited you are interested in the individual Gear Up Online Conference courses. These promise to be robust and informative. If you’re only interested in purchasing up to 4 individual courses, buying individually can make sense, as the quantity discount only applies to up to 4 courses that offer 2, 4, or 5 hours of CPE credit. 

If you’re interested in more than 4 individual courses, your best value is in the Reserved or All-Access conference pass. For a little more than the price of 4 individual courses, you’ll be able to earn 25 or 49 CPE Credits. Also, with a pass, you’ll get more flexibility to create a completely custom schedule and have opportunities to network with peers and speakers and tap into the peer-to-peer learning that is critical as we navigate these uncertain times.

Gear Up Online Conference Pass Holders - This listing is for purchasing individual courses only. If you’ve already purchased one of the three best-value Gear Up Online Conference Passes, you will receive a separate notification for selecting which courses you will attend. Again, this page is for purchasing individual courses only.

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