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Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

 Various
 
8.0
Registration is Open
Member Price
$279.00 Regular Registration
Your Price
$293.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/17/2025 from 9:00 am to 5:00 pm
 Thu, 07/17/2025 from 9:00 am to 5:00 pm
 Wed, 08/06/2025 from 9:00 am to 5:00 pm
 Thu, 09/04/2025 from 9:00 am to 5:00 pm
 Thu, 09/18/2025 from 10:00 am to 6:00 pm
 Fri, 10/17/2025 from 9:00 am to 5:00 pm
 Wed, 10/22/2025 from 9:00 am to 5:00 pm
 Tue, 11/04/2025 from 9:00 am to 5:00 pm
 Tue, 11/25/2025 from 9:00 am to 5:00 pm
 Tue, 12/02/2025 from 9:00 am to 5:00 pm
 Wed, 12/10/2025 from 9:00 am to 5:00 pm
 Mon, 01/12/2026 from 9:00 am to 5:00 pm
 Fri, 01/30/2026 from 9:00 am to 5:00 pm
 Currently available
 Currently available
Designed For:

Accounting and Financial Professionals whose practice includes the preparation of fiduciary income tax returns

Prerequisite:

Experience with the preparation of income tax returns

This course is designed as a comprehensive guide to 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.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Be aware of fiduciary accounting principles
  • Calculate Distributable Net Income and the income distribution deduction
  • Prepare Form 1041 and Schedule K-1

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.