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Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041

 Various
 
2.0
Registration is Open
Member Price
$89.00 Regular Registration
Your Price
$93.00 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 4:00 pm to 6:00 pm
 Wed, 08/27/2025 from 1:00 pm to 3:00 pm
 Thu, 10/16/2025 from 1:00 pm to 3:00 pm
 Mon, 12/01/2025 from 3:00 pm to 5:00 pm
 Tue, 01/27/2026 from 1:00 pm to 3:00 pm
 Tue, 02/03/2026 from 1:00 pm to 3:00 pm
 Thu, 02/12/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

Any tax practitioner who wishes to understand how to assist clients with filing a federal gift tax return

Prerequisite:

Intermediate understanding of federal income tax

Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, "distributable net income" (DNI) is a trust-only concept that is essential to understand. Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, and attorney/accountant fees) are treated differently than for individual taxpayers. However, with a decent understanding of the basic income tax and net investment income tax (NIIT) rules, you can add significant value to your clients.

Delivery Method: On-Demand Webcast
CPE Credit: Taxes
Program Level: Advanced

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

  • Understand how to file a basic income tax return for an estate or trust – form 1041


    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.