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*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):

07/08/2025

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:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Identify the key components of Form 1041 and their role in fiduciary taxation.
  • Explain the tax implications of estates and trusts.
  • Understand the fundamentals of Subchapter J of the Internal Revenue Code.
  • Apply tax compliance strategies for fiduciary entities.
  • Calculate and report distributable net income (DNI) and income in respect of a decedent (IRD).
  • Prepare Form 1041 accurately using a line-by-line approach.
  • Analyze estate documents for tax implications.
  • Differentiate between various types of trusts and their tax treatment.
  • Recognize common errors and issues that trigger IRS scrutiny.
  • Assess how recent legislative changes impact fiduciary tax compliance.

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Speaker(s)

Prerequisites

None