Guide to Preparing Form 1041 for Estates and Trusts
Wednesday, April 16, 2025
11 a.m.-3 p.m. Central
4 CPE (4 technical) | 4 IRS CE
Course code: 25WA-0486
View pricing
Online registration has closed.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
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Current rates and brackets
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Calculating a trust's AGI
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Filing requirements, deadlines and penalties
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3.8% Medicare surtax on net investment income (NII)
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Simple vs. complex trusts
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Grantor Trusts: Four options to report activity
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Section 643 (g) Election
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Taxable income of trusts, estate and beneficiaries
Learning objectives
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Apply the most recent tax rules and guidelines when preparing client estates and trusts returns
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Identify planning ideas and potential pitfalls
Who should take this program?
- Experienced CPAs working with estates and trusts
Pricing
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Standard Member Fee |
$129.00
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 Standard Nonmember Fee |
$129.00
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