Fiduciary Income Tax Returns: Form 1041 With Filled-in Forms

Fiduciary Income Tax Returns: Form 1041 With Filled-in Forms

Fiduciary Income Tax Returns: Form 1041 With Filled-in Forms

Presenter

Scott Emerson, Independent Consultant

Overview

This course teaches the core concepts of trust and estate income tax preparation. It explains the common terminology and complicated income tax rules of estates and trusts and fiduciary accounting and provides an introduction to, or refresher on, preparing Form 1041. This practical manual is an excellent reference source for your practice and 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.

Attendees will understand fiduciary accounting principles and be able to calculate distributable net income and the income distribution deduction. Attendees will also be able to prepare Form 1041 and Schedule K-1.

8.0 CPD Credits

Registration

Registration is open through 12/10.

Member Price

$419

Nonmember Price

$469

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100

Tuesday, December 10

8:30am to 4:00pm (Check-In 8:00am)

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Holiday Inn Madison at The American Center

5109 W Terrace Dr
Madison, WI 53718

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.