Registration: 8:30 AM EST
This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
This course features a live instructor and has been specifically designed for the NJCPA.
CPAs whose practice includes the preparation of fiduciary income tax returns.
Experience with the preparation of income tax return.
Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
Surgent Professional Education
Robert E. Greenberg is the tax department manager at Rogoff & Company, P.C., a twenty-person CPA firm with offices in New York City and Long Island. He is also an attorney admitted to practice in New York State. For the past thirty years, he has been involved in estate and gift planning, charitable-giving techniques, and elder law issues. Specific areas of practice include, but are not limited to, the following: *Preparation of wills and trusts *Trust and estate administration, including the preparation of Forms 706, 709, and 1041 *Estate-tax minimization strategies, including life insurance trusts, family limited partnerships, grantor retained annuity trusts, intentionally defective grantor trusts, charitable trusts, and qualified personal residence trusts *Generation-skipping tax issues *Corporate and partnership tax planning. Mr. Greenberg has served as an adjunct tax professor at C.W. Post University, has taught in the adult education program at Hofstra University, and has lectured for various organizations. He earned an LLM in taxation from New York University.
$389.00 - Non Member
$289.00 - Member
Note: Online pre-registration will close 24 hours prior to this event.
Remind me to register
Print a registration form