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Webinar (CA): Fiduciary Taxation: Back to Basics—Part 3 of 4

Description

This webcast presents problem examples that are common to many Form 1041 tax returns. The problems work through a spreadsheet, computation of necessary calculations and the presentation on Form 1041. The focus is on both simple and complex trusts.

Learning Objectives

• Work Through the calculations required by Form 1041 and Schedule K-1
• Understand the interrelationship between Accounting and Taxation
• Determine the Allocations among and between Multiple Beneficiaries
• Review basics of the Depreciation Deduction, Charitable Contribution Deduction, and the impact of tax-exempt income
• Review special rules for separate shares and the 65-day election

Major Topics

• Beneficiary no Capital Gains
• Beneficiary with Capital Gains
• Beneficiary impact of Sec. 67(g)
• Charitable Deduction
• Multiple Beneficiaries
• Accumulations and Distributions

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
Tax
2
Who Should Attend

Tax practitioners, accountants and financial professionals.

Instructor(s)
Jacqueline Patterson
Prerequisites

Fiduciary Taxation: Back to Basics—Part 2.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Nov 2, 2021
9:00 am - 10:50 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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Webinar (CA): Fiduciary Taxation: Back to Basics—Part 3 of 4


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