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2024 Guide to Preparing Form 1041 for Estates and Trusts
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- 26
- Categories:
- ACPEN Industry Institute | IRS Approved | Tax
- Faculty:
- Doug Van Der Aa, CPA, JD
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Apply the most recent tax rules and guidelines when preparing client estates and trusts returns
- Identify planning ideas and potential pitfalls
Major Subjects
- Current rates and brackets
- Calculating a trust's AGI
- Filing requirements, deadlines and penalties
- 3.8% Medicare surtax on net investment income (NII)
- Simple vs. complex trusts
- Grantor Trusts: Four options to report activity
- Section 643 (g) Election
- Taxable income of trusts, estate and beneficiaries
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (544.8 KB) | Available after Purchase | ||
| Guide to Preparing Form 1041 for Estates and Trusts Handout (6.9 MB) | Available after Purchase | ||
Faculty
Doug Van Der Aa, CPA, JD Related Seminars and Products
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.
Dates
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Thu, Dec 26, 2024 - 02:00pm to 05:36pm EST
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Sat, Jan 04, 2025 - 04:00pm to 07:36pm EST
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Tue, Jan 28, 2025 - 06:00pm to 09:36pm EST
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Fri, Feb 07, 2025 - 12:00pm to 03:36pm EST
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Tue, Feb 18, 2025 - 02:00pm to 05:36pm EST
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Thu, Mar 06, 2025 - 04:00pm to 07:36pm EST
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Mon, Mar 24, 2025 - 10:00am to 01:36pm EDT
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Wed, Apr 16, 2025 - 12:00pm to 03:36pm EDT
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Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer
Van Der Aa Tax Ed, LLC
Designed For Experienced CPAs working with estates and trusts
Yellow Book No
Original Recording Date
05/24
Prerequisites A basic working knowledge of Form 1041 and estates and trusts
Date Added to Catalog 3/15/2024
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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