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2024 The Complete Guide to the Preparation for Form 1041

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/30/2025 from 11:00 am to 6:42 pm
 Tue, 07/08/2025 from 10:00 am to 6:00 pm
 Wed, 07/23/2025 from 11:30 am to 7:30 pm
 Tue, 08/12/2025 from 10:00 am to 6:00 pm
 Thu, 08/21/2025 from 10:30 am to 6:30 pm
 Tue, 09/09/2025 from 10:00 am to 6:00 pm
 Tue, 09/23/2025 from 1:30 pm to 9:30 pm
 Tue, 10/14/2025 from 10:00 am to 6:00 pm
 Thu, 10/23/2025 from 11:30 am to 7:30 pm
 Tue, 11/11/2025 from 10:00 am to 6:00 pm
 Wed, 11/19/2025 from 10:30 am to 6:30 pm
 Tue, 12/09/2025 from 10:00 am to 6:00 pm
Designed For:

CPAs, EAs, and attorneys

Prerequisite:

None

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 [email protected].

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • 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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.