Log In to Register

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

07/06/2024

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 5:00 PM

Facility:

Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxation (8.00)

Level of Knowledge:

Basic

Price:

Member: $335.00
Nonmember: $435.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Identify the key components of Form 1041 for fiduciary entities
  • Describe specific issues related to decedent':s estates and trusts
  • Recognize the fundamentals of Subchapter J of the Internal Revenue Code
  • Discuss strategies to comply with tax compliance issues effectively
  • Interpret distributable net income (DNI) and income in respect of a decedent (IRD)
  • Explain how to prepare a Form 1041 in line-by-line instruction
  • Apply knowledge gained to real-world case studies
  • Analyze estate documents for tax implications
  • Differentiate between various types of trusts for tax purposes
  • Evaluate the impact of tax regulations on fiduciary entities
  • Assess the importance of accurate tax preparation in maintaining compliance
  • Justify the necessity of ongoing professional development in fiduciary taxation

Highlights

Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis

Speaker(s)

Prerequisites

None