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Fiduciary Accounting & Tax Planning for Estates & Trusts

 Various
 
4.0
Registration is Open
Member Price
$129.00 Regular Registration
Your Price
$159.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Sat, 06/07/2025 from 1:00 pm to 5:00 pm
 Sat, 06/14/2025 from 12:00 pm to 4:00 pm
 Tue, 07/15/2025 from 5:00 pm to 9:00 pm
 Sat, 07/26/2025 from 11:00 am to 3:00 pm
 Thu, 08/07/2025 from 1:00 pm to 5:00 pm
 Sat, 08/09/2025 from 12:00 pm to 4:00 pm
 Tue, 09/16/2025 from 5:00 pm to 9:00 pm
 Fri, 09/26/2025 from 11:00 am to 3:00 pm
 Tue, 10/07/2025 from 1:00 pm to 5:00 pm
 Sat, 10/11/2025 from 12:00 pm to 4:00 pm
 Tue, 11/18/2025 from 5:00 pm to 9:00 pm
 Wed, 11/26/2025 from 11:00 am to 3:00 pm
 Mon, 12/08/2025 from 1:00 pm to 5:00 pm
 Sat, 12/13/2025 from 12:00 pm to 4:00 pm
Designed For:

Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting and tax rules of estate and trusts

Prerequisite:

Basic working knowledge of estate and trust tax rules

This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. 

This course only qualifies for 2 IRS credits.

*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: Accounting, 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

  • Apply a working knowledge of the financial accounting rules for estates and trusts
  • Identify current tax guidelines when preparing a clients estates and trusts return
  • Identify planning and potential pitfalls

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.