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The Complete Guide to the Preparation of Form 1041

 Various
 
8.0
Registration is Open
Member Price
$245.00 Regular Registration
Your Price
$295.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 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

Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on 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: Intermediate

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 and their role in fiduciary taxation.
  • Explain the tax implications of estates and trusts.
  • Understand the fundamentals of Subchapter J of the Internal Revenue Code.
  • Apply tax compliance strategies for fiduciary entities.
  • Calculate and report distributable net income (DNI) and income in respect of a decedent (IRD).
  • Prepare Form 1041 accurately using a line-by-line approach.
  • Analyze estate documents for tax implications.
  • Differentiate between various types of trusts and their tax treatment.
  • Recognize common errors and issues that trigger IRS scrutiny.
  • Assess how recent legislative changes impact fiduciary tax compliance.

 

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.