TaxSpeaker

1041's for Trusts & Estates

Live Seminar

Credit Hours: 8

By: Charlie Slade CPA, JD

    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: 503-282-7247
    Website: http://www.oaia.net

    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: Oregon Association of Independent Accountants

    Phone: 503-282-7247

    Email: srobertson4oaia@aol.com

    Sponsor Details

    Sponsor: Oregon Association of Independent Accountants

    The Oregon Association of Independent Accountants was formed in 1946, as the "Oregon Association of Public Accountants". Our name was changed in January 1991 to reflect a broader scope and the diversity of the organization's membership. The OAIA is an organization of tax professionals in Oregon, Washington and Idaho. We are an affiliate of the National Society of Accountants.

    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:   October 25, 2018
    Time:   8:00 AM    Add to Outlook
     
    Event Location
    Venue:
    Holiday Inn Wilsonville
    Address: 25425 SW 95th Avenue Wilsonville, OR 97070
    Map Link
    Contact Information
    Speaker Bio(s)
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    Charlie Slade CPA, JD

    Charlie Slade JD, CPA owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland A...

    Contact:
    Sue Robertson
    Email:
    srobertson4oaia@aol.com
    Phone:
    503-282-7247
    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