(Updated for the Tax Cuts and Jobs Act) 8-Hour Program
WHY ATTEND THIS COURSE?
Properly filing income tax returns for trusts and estates involves a complete understanding of Form 1041 and the underlying law that governs the reporting of the trust or estate’s activities. This program is meant to introduce accountants who are comfortable with income taxation of individuals to the issues that arise when performing tax compliance engagements for trusts and estates. The course book, following Form 1041 and related schedules, will present a practical guide to dealing with engagements to prepare trust and estate income tax returns, as well as serve as the core knowledge for CPAs looking to then move on to planning in the trust and estate income tax arena.
Accountants who prepare Form 1041. May also be suitable for accountants in public practice or income tax function of trust companies.
Participants will be able to:
COURSE ACRONYM: PF41
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Intermediate
ADVANCE PREPARATION: None
FIELD OF STUDY: Taxes/Estate and Trust Income Taxation
RECOMMENDED CPE CREDIT: 8 hours
SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are 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.