With more than 30 years of experience, Taxspeaker has been at the forefront in creating innovative CPE courses in person, via mail, and online. Our goal is to ensure each CPE credit earned via Taxspeaker is packed full of valuable information you can use every day. This is true no matter how you choose to receive your courses.
A fast-changing world requires you to be current on crucial issues that affect your business. Taxspeaker delivers the latest in CPE courses while maintaining the highest levels of quality in our instruction. You can be certain that when you take CPE courses from Taxspeaker, you're getting the best education available in the industry.
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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.
State Sponsor: Maryland Society of Accounting and Tax Professionals, Inc
Email: [email protected]
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.
Call society/sponsor for location and hotel information as needed.
Event ObjectiveUpon 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 StudyTaxes
Prerequisites2-4 years tax preparation experience