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Live Webcast Replay

Guide to 1041 Preparation of Estates & Trusts - 2 Hours


Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
   4.7
Category:
Accounting and Auditing |  Industry |  Tax |  ACPEN Tax Institute |  IRS Approved
Faculty:
Doug Van Der Aa, CPA, JD
Course Levels:
Intermediate
Duration:
2.2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn where taxable income is determined differently from individuals; filing requirements and deadlines; reporting alternatives for grantor trusts; and other key topics you need to consider when filing your clients 1041 return.

**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 leighanne.conroy@acpen.com.

Basic Course Information

Learning Objectives
  • Provide a working knowledge of tax rules and guidelines of estates and trusts returns
  • Discuss planning and potential pitfalls.

Major Subjects
  • Similarities and differences to individuation taxation
  • Filing requirements, deadlines and penalties: Section 645 election
  • Simple vs. complex trusts
  • Grantor trust filing options
  • Gross income
  • Deductions
  • Distributions
  • Section 199A

Course Materials

Faculty

Doug Van Der Aa, CPA, JD's Profile

Doug Van Der Aa, CPA, JD Related seminars and products


Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.

Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.


Dates

Mon, Aug 02, 2021 - 11:00am to 01:04pm EDT
Fri, Aug 20, 2021 - 01:00pm to 03:04pm EDT
Fri, Sep 03, 2021 - 03:00pm to 05:04pm EDT
Mon, Sep 13, 2021 - 05:00pm to 07:04pm EDT
Tue, Oct 12, 2021 - 11:00am to 01:04pm EDT
Wed, Oct 27, 2021 - 01:00pm to 03:04pm EDT
Tue, Nov 02, 2021 - 03:00pm to 05:04pm EDT
Sat, Nov 20, 2021 - 05:00pm to 07:04pm EST
Thu, Dec 02, 2021 - 11:00am to 01:04pm EST
Mon, Dec 13, 2021 - 01:00pm to 03:04pm EST

Additional Info

Basic Course Information

Advanced Preparation

None


Course Developer Van Der Aa Tax Ed, LLC
Designed For Experienced CPAs working with estates and trusts.
Yellow Book

No


Original Recording Date

04/01/2021


Prerequisites A basic working knowledge of Form 1041 and estates and trusts.
Date Added to Catalog

04/01/2021


Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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Overall:      4.7

Total Reviews: 3

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