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Guide to Preparing Form 1041 for Estates and Trusts – Live Webinar

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Guide to Preparing Form 1041 for Estates and Trusts – Live Webinar

When
12 Aug 2025
9:00 AM - 12:45 PM
Location
Webinar
Spaces left
40

Registration is closed

Guide to Preparing Form 1041 for Estates and Trusts - Live Webinar

Tuesday, August 12, 2025 – 9:00 am – 12:45 pm (HST)
HAPA Members - $105
Non HAPA Members $135
Deadline to register – August 8, 2025

Register Here
or
Download Registration Form

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

Advanced Preparation:

None

Recommended CPE Credit:

4 hours

Prerequisite:

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

Format:

Group live, group internet

Discussion Leader:

Douglas J. Van Der Aa, CPA, JD of Van Der AA Tax Ed, LLC

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

Hawaii Association of Public Accountants