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Webinar(CA): Form 1041: Down to the Basics

Description

Review the fundamentals of the fiduciary entity, fiduciary accounting and taxation. From inception to completion, practitioners analyze Form 1041, using a spreadsheet to track necessary calculations for accurate preparation.
A review of recent tax law changes that impact Form 1041. Tools and schematics to navigate problem situations. Increased comprehension to review a Form 1041 submitted by another practitioner.

Learning Objectives

Identify the basic components of a fiduciary entity.
Review the state and federal laws that drive a fiduciary entity.
Recognize the relationship among the different authorities that impact accounting and tax treatments.
Determine tax law changes that impact Form 1041 and analyze Form 1041 from inception to completion.
Identify how to review a Form 1041 submitted by another practitioner.

Major Topics

Introduction to the fiduciary entity
Fiduciary accounting fundamentals
Subchapter J, DNI and the Distribution Deduction
Simple and complex trusts
Alternative Minimum Tax (AMT) for fiduciary entities
Form 1041 updates
Special problem situations

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
Tax
8
Who Should Attend

Tax practitioners, accountants and financial professionals.

Instructor(s)
Jacqueline Patterson
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Register Now
When
Aug 26, 2020
9:30 am - 5:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): Form 1041: Down to the Basics


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