1041's for Trusts & Estates
eBook & DVD PackageAvailable: 06/20/2019
Product Description
This course is written and taught by practicing CPA 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, we 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 TCJA of 2018 and the latest laws in 2019, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.
Cancellation, Transfer and Refund Policy
A 30-day money back guarantee applies to all self-study products. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com.
NO REFUNDS WILL BE ISSUED AFTER COMPLETION OF EXAM. NO EXCEPTIONS.
Please call us at 877-466-1040 for auxiliary aid needs.
Prerequisites
2-4 years tax preparation experience.Field of Study
Taxes-8.00NASBA Categories
TaxesCourse Level
IntermediateCourse Objectives
Learning Objectives: Upon completion of this course you will be able to:
1. Define estate
2. Identify the duties of the fiduciary
3. Identify the characteristics of QSSTs
4. Determine what qualifies as a grantor trust
5. Identify the qualities of estates and trusts
6. Identify the purpose of the probate court
7. Identify the purpose of the Income Distribution Deduction
8. Determine how to compute amortization allowances
9. Define short tax year
10. Determine what qualifies as IRD
11. Identify the options for IRAs inherited by a spouse
12. Define distributions in kind
13. Define discretionary income distributions
14. Define Irrevocable Living Trusts
15. Determine the advantages of Revocable Living Trusts
Available Options
Webinar
A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.
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Seminar
A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.
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On Demand
An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.
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Ebook/DVD
A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.
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Manual/DVD
A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.
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