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Guide to Preparing Form 1041 for Estates and Trusts - Webinar

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Guide to Preparing Form 1041 for Estates and Trusts - Webinar

When
15 Aug 2023
9:00 AM - 12:45 PM
Location
Webinar
Spaces left
34

Registration is closed

Guide to Preparing Form 1041 for Estates and Trusts - Webinar

Tuesday, August 15 – 9:00 am – 12:45 pm (HST)
HAPA Members - $100
Nonmembers $130
Deadline to register – August 4, 2023

Download Registration Form PDF for mail-in registration

Recommended CPE Credit: 4 hours

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored.

Learning Objectives:

Upon completion of this course, you will be able to apply the most recent tax rules and guidelines when preparing client estates and trusts returns; Identify planning ideas and potential pitfalls.

Major Subjects:

Current rates and brackets.
Calculating a trust's AGI.
Filing requirements, deadlines and penalties.
3.8% Medicare surtax on net investment income (NII).
Simple vs. complex trusts.
Grantor Trusts: Four options to report activity.
Section 643 (g) Election.
Taxable income of trusts, estate and beneficiaries.
Deductions and distributions.

Designed for:

Experienced CPAs working with estates and trusts.

Level:

Intermediate

Field of Study:

Taxes

Discussion Leader:

Douglas J. Van Der Aa, CPA, JD – President, Van Der Aa Tax Ed, LLC

Format:

Group internet/online

Prerequisite:

A basic working knowledge of Form 1041 and estates and trusts.

Advanced Preparation:

None

MAIL YOUR CHECK PAYABLE TO HAPA, ALONG WITH YOUR REGISTRATION FORM TO:

Eric Matsuda, CPA
1481 S. King St., Ste. 540
Honolulu, HI 96814

Download Registration Form PDF for mail-in registration

Hawaii Association of Public Accountants is a 501(c)6 non-profit organization. P.O. Box 61043, Honolulu HI 96839