Income Taxation of Trust & Estates: Planning and Preparation of Form 1041 (E1907091)

Richard Bartholomew, JD, CPA, is a shareholder and director of taxes for the accounting firm of Girardot, Strauch & Co., PC, in Lafayette, Indiana. In addition to his normal work in the tax area, Richard has significant experience in representing clients before the IRS, including representing a client in two National Technical Advice Memorandums where the tax, penalty, and interest totaled over $7 million. He also has significant experience in bankruptcy tax planning, as well as valuation and litigation services. In addition to editing certain course material and teaching courses for Nichols Patrick CPE, Inc., Richard has been a presenter at the AICPA Federal Tax Conference in Washington D.C., the Minnesota Society of CPAs’ Annual ax Conference, Ohio State Annual Tax Conference, CPA Associates International, the Indiana Continuing Legal Education Forum, and a statewide conference jointly sponsored by the Indiana Bar Association, the Indiana CPA Society, and the Internal Revenue Service. Richard also has written articles on tax issues and the use of accountants in litigation settings for certain legal publications. Richard obtained his JD (Cum Laude) in 1981 from Indiana University School of Law–Indianapolis. He is a member of the AICPA, Indiana CPA Society, Indiana State Bar Association, and the Tippecanoe Bar Association (currently serving as treasurer). Richard is also a past Chairman of the Indiana CPA Society Litigation Services Committee.