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Friday, May 2, 2025 Live Webcast

The Complete Guide to the Preparation for Form 1041 (X4-6003455)

11:00 AM - 6:42 PM EDT
webcast

Vendor Platform

8 CPE Credits in TX

OVERVIEW

Navigate the intricate world of tax compliance for fiduciary entities with confidence through this comprehensive course tailored for financial professionals. Gain practical insights and expertise in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), addressing specific issues surrounding decedents' estates and trusts. Delve into the fundamentals of Subchapter J of the Internal Revenue Code and master the art of compliance while decoding complex tax regulations. With engaging case studies and line-by-line instruction, participants will acquire the skills necessary to recognize and address key components of Form 1041, ensuring accuracy and efficiency in tax preparation. Don't miss this opportunity to enhance your proficiency and advance your career in fiduciary taxation. **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.

DESIGNED FOR

CPAs, EAs, and attorneys

BENEFITS

  • Identify the key components of Form 1041 for fiduciary entities
  • Describe specific issues related to decedent's estates and trusts
  • Recognize the fundamentals of Subchapter J of the Internal Revenue Code
  • Discuss strategies to comply with tax compliance issues effectively
  • Interpret distributable net income (DNI) and income in respect of a decedent (IRD)
  • Explain how to prepare a Form 1041 in line-by-line instruction
  • Apply knowledge gained to real-world case studies
  • Analyze estate documents for tax implications
  • Differentiate between various types of trusts for tax purposes
  • Evaluate the impact of tax regulations on fiduciary entities
  • Assess the importance of accurate tax preparation in maintaining compliance
  • Justify the necessity of ongoing professional development in fiduciary taxation

HIGHLIGHTS

  • Form 1041 Preparation
  • Decedent's Estate Issues
  • Trust-Specific Challenges
  • Subchapter J Fundamentals
  • Compliance Strategies
  • Case Study Analysis

COURSE LEVEL

Basic

ADDITIONAL NOTES

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.

INSTRUCTOR

Arthur Werner

Arthur J. Werner, ESQ.

Werner & Schwartz

PRICING

$225.00 - Member

$275.00 - Nonmember

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Note: Online pre-registration will close on May 2 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN