TaxSpeaker

1041's for Trusts & Estates

Live Seminar

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: 1-800-922-9672
    Website: https://www.msatp.org/education-events/seminars/

    Event Description:

    This course is written and taught by practicing attorney/CPA Charlie Slade and national trust and estate tax expert Bill Leonard CPA from the point of view of actual practitioners. Beginning with a discussion of when returns are required, Charlie & Bill guide participants through the 1041 preparation maze while providing hands-on guidance from real, expert practitioners regarding types of trusts, return preparation, compliance, allocations and distributions. Updated for the latest laws in 2018, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.

    Sponsor Details

    State Sponsor: Maryland Society of Accounting and Tax Professionals, Inc

    Phone: 1-800-922-9672

    Email: info@msatp.org

    Sponsor Details

    Sponsor: Maryland Society of Accounting and Tax Professionals, Inc

    We are an organization that supports the accounting and tax professional industry by providing quality and affordable education, technical and personal support, opportunities for building business and personal relationships, and as watchdog over legislation as it impacts what and how these same professionals work. This organization supports a wide range of members: Certified Public Accountants (CPAs); Enrolled Agents (EA’s); and other accounting, bookkeeping, and tax preparation providers.

    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    Seating:
    LIMITED
    Cost:
    $0.00
    Hours:
    8
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   September 27, 2018
    Time:   8:00 AM    Add to Outlook
     
    Event Location
    Venue:
    Clarion Inn Frederick Event Center
    Address: 5400 Holiday Drive Frederick, MD 21703
    Contact Information
    Speaker Bio(s)
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    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Contact:
    Sandy Steinwedel
    Email:
    info@msatp.org
    Phone:
    1-800-922-9672
    Testimonials

    Testimonial

    Event Objective
    Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

    Field of Study
    Taxes

    Prerequisites
    2-4 years tax preparation experience

    Event Level
    Intermediate

    NASBA Category
    Taxes