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Course Detail

Income Tax for Estates and Trusts - Form 1041  

CATEGORY: Taxation
COURSE ID: EST1G2019, VERSION 1.00
Seminar
8 CPE Credits
Level: Basic

Gear-Up’s estates and trusts course has been completely revamped. With the estate tax exemption so high now, there will be fewer Forms 706 filed. However, almost every client in our practice will require a Form 1041 at death. So, this year the emphasis is on that funny little tax return that no one wants to prepare. We will de-mystify Form 1041. Areas covered will be general probate and trust terminology, decedent’s final tax return and fiduciary accounting (principal vs. income). Form 1041 will be addressed in detail including, deductions, rental income, basis and capital gain issues as well income distribution deduction. Also covered will be 645 elections, terminations, and the impact of TCJA.  

 
Early Bird Deadline for most self-sponsored seminars is: July 1, 2019
Does not apply to association seminars, or to seminars held as part of a spring or summer conference event.

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Society-Sponsored Schedules



Date Location Society Name
Oct 29-29, 2019 Gaithersburg, MD Maryland Society of Accounting and Tax Professionals Inc.
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